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Entry-Level Financial Professional

Company: New York Life - Washington DC - Virginia
Location: Bethesda
Posted on: July 3, 2024

Job Description:

Do you want to be a part of a culture that has been named Top Workplace by the Washington Post in two out of the past three years? Is control of your career important to you? Do you want to expand a current practice or build a new career helping others? Do you want the flexibility and opportunities of an entrepreneur while being a part of a Fortune 100 company? Consider New York Life!

Our mission is to provide clients with financial security and peace of mind. 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 leaders in the industry and have been for over 178 years. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is currently seeking a driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of award-winning training, financial solutions, and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.

Training, Support, and Professional Development: New York Life offers an award-winning comprehensive 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:

--- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
--- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
--- Create customized financial plans using the products and services we offer based on each client's potential life and financial needs

--- Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

--- Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor

--- 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 by establishing professional networks and prospecting for new clients
--- Implement social media and other marketing strategies to identify and seek prospects so 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

--- Required to effectively network to identify potential new clients
--- Must possess uncompromising integrity and the ability to communicate complex ideas

--- 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, Accounting, Auditing , Bethesda, Maryland

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