Senior Financial Partner

2 weeks ago

Bethesda MD, United States New York Life - Washington DC - Virginia Full time

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. Everything we do has one overriding purpose: to be there when our policy owners need us. If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. 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.For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². Financial Advisors 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. 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 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. Become an associate partner on the management team after successfully completing all program requirements • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds • Recruit and develop your own team of financial professionals as an Associate Partner • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager • Become an associate partner on the management team after successfully completing all program requirements • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals • Select, hire, and grow your financial professional's team as an associate partner • Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions • Develop relationships with centers of influence • Network within your community, build relationships • Understand the needs and financial concerns of clients • 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 insurance practice by 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 Qualifications: • Must have financial services industry and/or insurance industry experience • Goal-oriented, highly motivated, and seeking a rewarding and challenging career • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus • Sales experience necessary • Working knowledge of cultural markets is helpful • Management or Sales Background preferred • Must possess uncompromising integrity • Growth mindset, this is a lifelong learning position • An enterprising spirit is a trait of success • Sales experience is strongly preferred • Desire to make a change and help people as you grow your career • Strong 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 • MBA degree in business administration, finance, or a similarly related field. Work/Business experience can be substituted for an MBA degree • Track record of career growth and leadership Compensation: $95,000 + income with commission at plan
• Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager • Become an associate partner on the management team after successfully completing all program requirements • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals • Select, hire, and grow your financial professional's team as an associate partner • Employ a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds when presenting clients with solutions • Develop relationships with centers of influence • Network within your community, build relationships • Understand the needs and financial concerns of clients • 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 insurance practice by 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
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