Entry-Level Financial Professional & Advisor

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

• Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
• Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
• Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
• Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
• Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

• Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
• Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
• Educate clients on planning for the future to help them prepare for life events and uncertainties.
• Foster relationships that support financial security for every family member or individual served.
• Expand your network by participating in community and professional groups.
• Aim to add about 50 new clients per year.
• Collaborate with business owners on strategies for employee retention and succession planning.
• Progress through the New York Life training curriculum to pursue specialized knowledge.
• Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
• Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

• Growth mindset and commitment to lifelong learning.
• Uncompromising integrity and strong communication skills.
• Ability to network and prospect effectively for new clients.
• Excellent calendar management and organizational skills.
• Sales experience is strongly preferred.
• Desire to make a positive impact and grow your career.
• Ability to engage with your community and leverage personal networks.
• Coachable and eager to learn is essential.
• Valid life and health license preferred; assistance available to attain it.
• Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
• Traits: competitive, business-minded, authentic, and self-disciplined.