- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody's)
- AA+ Very Strong (Standard & Poor's)
- Training Magazine's APEX Award for 2022
- Latino Leaders 2022 Best Companies for Latinos to Work For
- 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
- 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
- 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
- Must have effective relationship management skills
- Required to effectively network to identify potential new clients
- Must possess uncompromising integrity
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Bilingual Financial Professional
4 days ago
New York Life Insurance Company Bethesda, United StatesJob Description · Job Description(Job requires to live within 300 miles from the Washington DC metro area - MD/VA/DC/PA/WV/DE/NJ) · Are you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authenti ...
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Global Financial Impact - Lisa Matthews Bethesda, United StatesJob Description · Job DescriptionWe're transforming the financial landscape. We're building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the w ...
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Financial Professional
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New York Life Arlington, United StatesJob Description · Job DescriptionJob Description · Entry level or new college graduate opportunities rarely give you a Financial Professional (Agent) opportunity that allows you to manage your own book of business. As a New York Life Insurance Company Financial Professional (Agen ...
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Entry-Level Financial Professional
2 weeks ago
New York Life - Washington DC - Virginia Bethesda, United StatesDo 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 flexibilit ...
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Entry-Level Financial Professional
2 weeks ago
New York Life - Washington DC - Virginia Bethesda, United StatesJob Description · Job DescriptionDo 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 o ...
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Financial Professional
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Prudential Financial Tysons Corner, United StatesExplore a career as a FINANCIAL PROFESSIONAL · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our Mid- Atlantic firm. In general, the entrep ...
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EntryLevel Financial Professional
1 week ago
New York Life - Washington DC - Virginia Bethesda, United StatesDo 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 flexibilit ...
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Financial Services Professional
1 week ago
Global Financial Impact - Lisa Matthews Bethesda, United StatesJob Description · Job Description · We're transforming the financial landscape. We're building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in ...
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Financial Services Professional
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New York Life Insurance Company Washington, United StatesAbout the job · Financial Professional Are you a leader who has the following traits? · • Competitive · •Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic · If the answer is yes, consider becoming an insurance agent to drive positive impact ...
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PT/FT Financial Professional
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Global Financial Impact - Brian Garcia Spring, United StatesJob Description · Job DescriptionThe position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. · We see ...
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Financial Services Professional
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Global Financial Impact - Lisa Matthews Washington, United StatesJob Description · Job DescriptionWe're transforming the financial landscape. We're building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the w ...
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Financial Professional
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Financial Corporation Woodbridge, United StatesAre you a tired of not getting pay enough/self-motivated individual with a passion for entrepreneurship, financial service/ insurance and investment ? Are you looking for an opportunity to supplement your income and enjoy the flexibility of remote work? We have the perfect positi ...
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Business Financial Professional 3
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BCT College Park, United StatesBusiness Financial Professional 3 - Careers at BCT LLC · Share with friends or Subscribe · Back To Openings · Business Financial Professional 3 · Department: · SRN · Location: · College Park, MDSTART YOUR APPLICATION · BCT-LLC is seeking a Business Financial Professional ...
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Financial Services Professional
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Business Financial Professional
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DUIT Fort Meade, United StatesJob Description · Job DescriptionSalary: · We are on several winning teams...Come join us Our work environment is limitless, you matter to us, your great work will be recognized, and there are many opportunities for advancement. Davis Unlimited Information Technologies, Inc (DUI ...
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REMOTE - Entry-Level - Financial Professional
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GFI Washington, United StatesJob Description · Job Description***ATTENTION *** · ***This is for a REMOTE part-time/full-time position *** · ***You MUST live and work in the United States to be considered for this opportunity*** · ***PLEASE do NOT apply if you do NOT live and work in the United States*** · We ...
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Financial Professional
4 weeks ago
Equitable Advisors LLC Columbia, United StatesJob Description - Wealth Management Associate - MD, Columbia TZ) · Wealth Management Associate - MD, Columbia · ( · 220000TZ · ) · Primary Location · Primary Location · : · UNITED STATES-MD · Organization · Description · Equitable Advisors · is a respected wealth manageme ...
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Financial Professional
3 weeks ago
Financial Corporation Woodbridge, United StatesAre you looking for an opportunity to supplement your income part- time and enjoy the flexibility of remote work? We have the perfect position for you · Help your community by getting license in · Life Insurance, Mortgage, series of investments or, · If youre self Motivated/bu ...
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Financial Professional
3 weeks ago
New York Life Alexandria, United States Full timeNew York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as m ...
Entry-Level Financial Professional - Bethesda, United States - New York Life - Washington DC - Virginia
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 LifeOur 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)
Forbes 2022:
America's Best Employers for Diversity
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 10/18/20223- 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
Responsibilities
Qualifications
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