Entry-Level Financial Professional & Advisor

Company: New York Life - Washington DC - Virginia
Location: Bethesda
Posted on: May 24, 2023

Job Description:

Is control of your career important to you? Do you want the flexibility and opportunities of an entrepreneur while being a part of a Fortune 100 company? Do you want to have the training and support second to none in the industry? Consider New York Life!

Our mission is to provide financial security and peace of mind through our financial planning resources: insurance, annuity, income, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to doing the right thing in business and society. For over 178 years everything we do has had one overriding purpose: to be there for our clients.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 178 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 the long-term success of our clients. Awards & Accolades... We're proud of our financial strength: A++ Superior (A.M. Best) --- AAA Exceptionally Strong (Fitch) --- Aaa Exceptional (Moody's) --- AA+ Very Strong (Standard & Poor's)--- Training Magazine's APEX Award for 2022 ---Human Rights Campaign: 2022 Corporate Equality Index --- Forbes 2022: America's Best Employers for Diversity --- Latino Leaders 2022 Best Companies for Latinos to Work For

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 10/18/2022

3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2022

4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine. For methodology, please see http://fortune.com/fortune500/

Responsibilities:

Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs

Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
--- Network within your community, build relationships
--- Understand the needs and financial concerns of clients
--- Assess clients' potential life and financial needs and create and implement an individualized plan that can include investment solutions and protection solutions.
--- Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
--- Promote customized ways for clients to achieve their long-term financial goals
--- Cultivate relationships with a view to helping every family member or individual pursue financial security
--- Build and expand your practice through establishing professional networks and prospecting for new clients
--- Implement social media and other marketing strategies to identify, seek prospects with you you can foster strong, long-term relationships
--- Provide compassion and guidance to clients when unfortunate life circumstances arise
--- Focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
--- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
--- Increase your knowledge within the financial industry and achieve specializations following the New York Life training curriculum

Qualifications:

Must have effective relationship management skills

Ability to successfully network to prospect new potential clients is a must
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
--- Must possess uncompromising integrity
--- Growth mindset, this is a lifelong learning position
--- An enterprising spirit is a trait for success
--- Sales experience is strongly preferred
--- Desire to make a change and help people as you grow your career
--- Ability to engage your community and leverage personal networks and contacts
--- Coachable and willing to learn is a must
--- Valid FINRA Series 6 or7 & 63/66 preferred but not required
--- Bachelor's degree in business administration, finance, or a similarly related field. Work/Business experience can be substituted for a college degree
--- Customer service, Sales, Educational, or Consulting experience a plus

About Company:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 178 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 our clients.



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

Keywords: New York Life - Washington DC - Virginia, Bethesda , Entry-Level Financial Professional & Advisor, Accounting, Auditing , Bethesda, Maryland