Financial Advisor

New York Life - Washington DC - Virginia- Maryland

Bethesda, MD

JOB DETAILS
SKILLS
Annuities, Brokerage, Business Development, Business Solutions, Coaching, Communication Skills, Compensation and Benefits, Customer Retention/Renewal, Customer Support/Service, Develop and Maintain Customers, Disability Insurance, Employee Retention, Estate Planning, Financial Planning, Financial Services, Information Technology & Information Systems, Insurance, Life Insurance, Long-Term Care, Marketing, Mentoring, Mutual Funds, Registered Investment Advisor (RIA), Sales, Sales Prospecting, Securities, Series 6, Social Media Marketing, Strategic Planning, Succession Planning, Training/Teaching, Training/Teaching Curriculum, Wealth Management
LOCATION
Bethesda, MD
POSTED
Today

We are looking for advisors who want more freedom, control and solutions for clients. Additionally, more training and support, more compensation and benefits, and more opportunities. At New York Life, you control your career. Independence with robust support. It’s truly the best of both worlds! You have the opportunity to expand and grow your practice, backed by a company that has been a leader in the industry for 181 years.


New York Life is the largest mutual life insurance company in the United States. Our brokerage arm, NYLIFE Securities, and Eagle Strategies, our advisory arm, offer flexibility and independence. You are able to assist clients as their needs arise and change. Already have a client base? No problem, you can add the power of New York Life to your practice.


What We Offer

Training & Development: We equip and train you at any level with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations.


Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.


Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions. Earn financial designations; we have a pathway for that, too.


Human Guidance: When you join New York Life, you’ll have a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow professionals. A team of specialists is available to help you and your clients from protection to advanced planning.


Compensation: Variable $1 - $500,000+, you create your max

Compensation:

Variable $1- $500,000+ (your create your max)


Responsibilities:
  • Expand and grow your practice!
  • Incorporate New York Life solutions into your existing practice
  • Empower clients to plan for their financial future and help them prepare for the unexpected life events/circumstances they may encounter
  • Be active in the community, networking to build and expand your personal brand
  • Work with business owners to implement strategies for tax diversification, employee retention, and succession planning
  • Advance learning and earn specializations and certifications by following the New York Life training curriculum and practice models
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can

benefit from having a trusted financial service professional

  • Build a network of centers of influence and referral partners

Qualifications:
  • Uncompromising integrity
  • Results driven
  • Track record of growth and success
  • Strong communication skills
  • Business development history
  • Ability to originate and nurture leads
  • Ability to successfully develop centers of influence
  • Sales experience is strongly preferred
  • Valid life and health license, preferred
  • Valid FINRA Series 6 or 7 & 63/65 or 66
  • Determination and drive are a must

About Company

Our mission is to provide financial security and peace of mind through our investment and protection solutions. Grounded in both confidence and humility, we serve as stewards for the long term. We have been an industry leader since 1845, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.

Everything we do has one overriding purpose: to be there when clients need us.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 181 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

About the Company

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New York Life - Washington DC - Virginia- Maryland