Junior Financial Consultant

2 weeks ago


Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full time
Join Our Team as a Financial Services Professional

Are you looking to be part of a workplace recognized as a Top Employer? Do you value having control over your career path? If you are eager to expand an existing practice or embark on a new journey dedicated to assisting others, we invite you to explore opportunities with New York Life.

Our Mission:
At New York Life, we strive to deliver financial security and peace of mind through our comprehensive insurance, annuity, and investment offerings. We prioritize integrity and humanity in every interaction with our clients, partners, and colleagues. Our commitment is to serve as responsible stewards for the long term, ensuring we are there for our policyholders when they need us most.

Why Choose New York Life?
As a member of our team, you will have the chance to grow your career while providing clients with a sustainable approach to achieving their financial aspirations. We offer a robust three-year training program, marketing support, and ongoing professional development to ensure your success.

About Us:
New York Life is a well-established Fortune 100 company with a legacy of supporting families in achieving their financial goals for over 178 years. As a mutual company, we are dedicated solely to our policyholders, focusing on their long-term success.

Key Responsibilities:
  • Build and nurture relationships within your community.
  • Identify and understand clients' financial needs and concerns.
  • Create and implement personalized financial plans that include investment and protection strategies.
  • Educate clients on proactive financial planning to prepare for life's uncertainties.
  • Promote tailored solutions to help clients reach their long-term financial objectives.
  • Expand your practice by developing professional networks and prospecting for new clients.
  • Utilize social media and marketing strategies to identify potential clients and foster lasting relationships.
  • Provide support and guidance to clients during challenging life events.
  • Focus on cultivating long-term relationships built on trust and continuity.
  • Enhance your expertise in the financial sector through our training programs.
  • Develop customized financial plans using our diverse range of services.
  • Assist clients in implementing financial recommendations, including insurance and investment products.

Qualifications:
  • Demonstrated integrity and ethical standards.
  • A commitment to continuous learning and professional growth.
  • An entrepreneurial mindset is essential for success.
  • Prior sales experience is advantageous.
  • A genuine desire to make a positive impact while advancing your career.
  • Ability to engage with the community and leverage personal networks.
  • Willingness to learn and adapt is crucial.
  • Preferred qualifications include a valid FINRA Series 6 or 7 & 63/66.
  • A bachelor's degree in business, finance, or a related field is preferred, but relevant work experience may be considered.
  • Experience in customer service, sales, education, or consulting is beneficial.
  • Strong communication skills to convey complex concepts clearly.
  • Effective relationship management and networking abilities are essential.


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