Financial Services Professional

1 week ago


Bethesda, United States New York Life Insurance Company Full time

Are you a leader who has the following traits? Competitive Business-Minded Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial professional and adviser to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What We’re Looking For We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, tax diversification strategies, or preparing for the unexpected. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What We Offer Training & Development: We’ll equip and train you with a multifaceted approach that includes an industry‑leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full‑time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. We even have a program where you can obtain financial designations. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional‑development trips for our top‑performing professionals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day‑to‑day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long‑term care insurance, disability income insurance, and investment products such as mutual funds through our broker‑dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as becoming a financial adviser with Eagle Strategies LLC, our registered investment adviser, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human Guidance: When you join New York Life, you’re joining a strong team with peer‑to‑peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Compensation: $100,000+ at plan earnings Details Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales #J-18808-Ljbffr



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

    Description Are you a leader who has the following traits? Competitive Business-Minded Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial professional and advisor to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. New York Life, a...


  • Bethesda, United States WizeHire, Inc Full time

    New York Life - Washington DC - Virginia- Maryland • Bethesda , MD , US Posted a day ago Description Are you a leader who has the following traits? Competitive Business-Minded Coachable Communicative If the answer is yes, consider becoming a financial professional and advisor to drive positive impact in the lives of families every day. At New York Life,...


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

    Are you a leader who has the following traits?CompetitiveBusiness-MindedCoachableCommunicativeSelf-disciplinedAuthenticIf the answer is yes, consider becoming a financial professional and advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and...


  • Bethesda, United States New York Life Insurance Company Full time

    Are you a leader who has the following traits? • Self-disciplined If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest...

  • Financial Advisor

    2 weeks ago


    Bethesda, United States Prudential Financial Full time

    Business Development Manager at Prudential AdvisorsPrudential Advisors is looking for an experienced financial professional in the DC Metro area who is interested in working with our existing client base. This exciting position will allow you to grow your career and business, helping people and families that look to Prudential for financial...


  • Bethesda, United States New York Life Full time

    New York Life - Join our dependable team.Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement...


  • Bethesda, Maryland, United States Rose Financial Solutions LLC Full time

    Financial Operations Automation AssociateROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby, a system of engagement...


  • Bethesda, United States New York Life Full time

    New York Life - New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.Unlike most careers, being a Financial Professional...


  • Bethesda, United States MV Financial Full time

    Join to apply for the Client Services Associate role at MV FinancialMV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.Job DescriptionMV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional...


  • Bethesda, United States David Munson Insurance & Financial Services Inc. Full time

    Position Overview: I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value‑based conversations and remarkable customer experience. If you are a motivated self‑starter who thrives in a fast‑paced environment, then this is your opportunity for a rewarding career with...