Financial Services Professional - Entry Level

New York Life - Greater DC; North Bethesda (MD); On-site; USD 50,000 - 100,000; Full time

Job summary

New York Life invites you to build a rewarding financial practice by helping individuals and businesses plan for retirement, protection, education funding, and estate strategies. You’ll work directly with clients to assess needs and tailor solutions that fit their goals.

Backed by 181 years of industry leadership, you’ll have comprehensive training, resources, and support to grow your client base, expand your professional network, and become a trusted community resource.

Job description

Your Drive, Your Career, Your Future

New York Life has helped individuals, families, and businesses navigate their financial futures through changing markets and generations. Working directly with clients, you help them protect what matters most, prepare for life’s opportunities, challenges, and dreams, and develop strategies designed around the goals they want to achieve.

As a New York Life financial professional, you have the opportunity to do more than build a career—you can make a meaningful impact and create a future driven by you. You’re not building it alone. You’ll have the strength, resources, training, and support of an industry leader with a history of over 181 years behind you.

Build Relationships. Make an Impact.

• Guide clients through important financial milestones, listen, develop a plan, and put strategies into action to adapt as their needs as life happens.

• Build and grow your own client base through networking, referrals, community involvement, and meaningful professional relationships.

• Provide personalized financial guidance around key priorities such as retirement planning, protection strategies, education funding, tax diversification, and estate planning.

• Deliver tailored solutions using a broad range of insurance and financial products aligned with each client’s individual needs and objectives.

• Become a trusted presence in your community, cultivate and nurture relationships, and build a personal brand grounded in integrity, professionalism, and a genuine commitment to helping others.

• Be active in your professional network. Get to know and build relationships with other professionals whose expertise can complement the work you do with clients.

This is an opportunity to build more than a client base—it’s an opportunity to build relationships, develop a reputation, and create a financial practice that can grow with you.

Why People Choose This Career

Because it offers something increasingly rare:

• The ability to own your success

• The freedom to build a career around your strengths

• The opportunity to make a meaningful impact on people's lives

• Unlimited growth potential

• Leadership opportunities

• Training and development

• Broad range of solutions from protection to wealth accumulation.

• Resources and tools - marketing, social media, AI to help expand your outreach.

• The support of a company with a long-standing reputation for financial strength and integrity

This isn't simply a sales role. It's an opportunity to become a trusted resource, community leader, business owner, and financial advocate for the people you serve.

You have the opportunity to build a career and practice that reflects your ambition, strengths, and goals—with the training, resources, and support of New York Life behind you. Your ambition drives the direction. Our training, resources, and support help you build toward it.