Financial Services Professional

New York Life; Bethesda (MD); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Life insurance

401(k) plan

Pension plan

Job summary

New York Life is seeking professionals to build a lasting financial practice backed by a Fortune 100 company. You will develop relationships with clients, guide them through financial milestones, and grow your own client base via networking, referrals, and community involvement.

You will provide personalized recommendations across retirement, protection, education planning, and tax diversification, offering tailored insurance and financial solutions while building a trusted local presence and

Responsibilities

• Develop relationships with clients where the focus is on their financial goals and priorities.
• Guide clients through the process of planning, implementing, and transitioning through financial milestones.
• Develop your own client base through networking, referrals, and community involvement
• Provide personalized recommendations and strategies for key financial decisions (retirement, protection, education planning, tax diversification)
• Offer tailored solutions across insurance and financial products
• Be involved in your local communities, cultivate relationships, and build a strong personal brand of integrity and passion for helping others.
• Develop relationships with professionals of different disciplines.

Job description

Determined individuals who have the drive to succeed can build a career designed to last. For 181+ years, New York Life has helped individuals, families, and businesses navigate life’s financial goals and challenges through changing markets and generations. As a New York Life professional, you play a direct role in helping people plan and protect what matters, and develop strategies so that your clients can live through their goals. You are building a financial practice with the backing, strength, and team of a Fortune 100 company. If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation.

What You’ll Do

• Develop relationships with clients where the focus is on their financial goals and priorities.
• Guide clients through the process of planning, implementing, and transitioning through financial milestones.
• Develop your own client base through networking, referrals, and community involvement
• Provide personalized recommendations and strategies for key financial decisions (retirement, protection, education planning, tax diversification)
• Offer tailored solutions across insurance and financial products
• Be involved in your local communities, cultivate relationships, and build a strong personal brand of integrity and passion for helping others.
• Develop relationships with professionals of different disciplines.

What Sets This Role Apart: Build a practice for yourself, NOT by yourself.

• Control Your Career Path: After two years of training, our agents can become independent career agents and continue to grow their practices. There are opportunities to grow into leadership positions; the path is yours.
• Training Support: Structured onboarding, licensing support, training and development with ongoing coaching, and opportunities to obtain professional credentials, with eligible agents the option to pursue approved credentials.
• Resources Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Product Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, allowing you to develop personalized strategies for clients to achieve and protect their financial goals.
• Career Path Flexibility: As you grow, you can specialize with the assistance of our practice models in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

Compensation - Benefits

You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income. There are training subsidies available for qualified agents in your early stages.

• Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵

For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Compensation: $100,000+ at plan earnings