Fast Track Insurance Partner

2 weeks ago

Bethesda, 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. 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.

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 69 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.

2 - Source: Individual Third Party Ratings Reports as 7/30/23

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 7/1/2023

**Compensation**:
$95,000 + income with commission at plan

**Responsibilities**:

- Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
- Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
- Hire and lead your own group of financial professionals while serving as an associate partner
- Transition into management as an Associate Partner once you have achieved the program requirements
- Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program
- 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**:

- Working knowledge of cultural markets is helpful
- Required knowledge and experience working in the insurance or financial services field
- Experience working in sales is required
- Goal-oriented, highly motivated, and seeking a rewarding and challenging career
- Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus

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