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Entry-Level Financial Services Professional

New York Life - Washington DC - Virginia
McLean, VA
  • Expired: December 27, 2022. Applications are no longer accepted.

New York Life - Washington DC - Virginia

Are you a leader who has the following traits?

  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined


If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in vital skills such as industry knowledge, marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we're looking for...

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a financial professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. There is no limit to what you can achieve except what you limit yourself to.

What we offer...

Training and development

We'll equip and train you 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. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

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 your clients with web, social, and email content.

Products and 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 arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your 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 by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. The leadership team is committed to assist you as you build your career.

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)

We're proud of the training we offer

  • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity.
  • Forbes 2022: America's Best Employers for Diversity
  • Latino Leaders 2022 Best Companies for Latinos to Work For


We're proud of the help we've provided and continue to provide our clients.

  • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
  • $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
  • Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.


Responsibilities

  • 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 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


Compensation

$100,000+ income with commission at plan

About New York Life - Washington DC - Virginia

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 177 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

New York Life - Washington DC - Virginia

Address

McLean, VA
USA

Industry

Finance and Insurance