Entry-level Financial Services Professional
New York Life - Washington DC - Virginia
McLean, VA US
Posted ago
New York Life - Washington DC - Virginia

Do you want to have a career where you can grow professionally and financially at your speed? Do you want flexibility and control of your calendar? Do you want to help people? New York Life could be your next career move.

Our mission is to provide financial security and peace of mind through our insurance, annuity, 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 do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of 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 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 among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 67 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life ranks 72 on the 2022 Fortune 500 list based on revenues of the prior year. Source Fortune Magazine, June 2022.

We’re proud to be recognized by organizations that also value diversity 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized 2021 Leading Disability Employers by National Organization on Disability (NOD) 2021 Best Company for Multicultural Women by Seramount 2021 Best Company for Dads by Seramount 2021 Best-of-the-Best Corporation for Diversity and Inclusion by The National Business Inclusion Consortium (NBIC)

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 of 9/30/2022

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, 6/3/22. For methodology, please see http://fortune.com/fortune500/

  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • 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
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM

  • 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
  • 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
  • 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.


  • 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

$75,000+ 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

Full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition

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