Financial Advisor - Agent

New York Life is growing in the Greater DC area and seeking strong financial advisors and agents to expand our DMV footprint. Join an industry leader with a history of achievement, stability, and long-term financial leadership. As the largest mutual life insurance company in the United States, New York Life offers top financial strength ratings and a long-standing presence in MDRT. Our brokerage arm, NYLIFE Securities, provides flexibility and independence, while Eagle Strategies adds fee-based planning to your toolkit, creating a diversified financial powerhouse.

Benefits

• Highly respected brand that opens doors and builds client trust
• Financial strength and stability supporting long-term client relationships
• Access to a broad portfolio of solutions for diverse client needs
• Ongoing training, development, and a collaborative support network
• Company investment in education, strong compensation, and full benefits, including 401(k) and pension
• Bench of support from product consultants at no cost to you

Responsibilities

• Develop and expand your own book of business through new client acquisition
• Integrate New York Life solutions into existing practices
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products

What Sets This Role Apart

• Training & Development: Structured processes, licensing support, coaching, and opportunities for professional credentials through The American College
• Tools to Grow Your Career: Proven sales tools, prospecting, AI, and marketing resources to attract clients and cultivate relationships
• Comprehensive Solutions: Life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (Member FINRA/SIPC), plus additional resources through Eagle Strategies
• Flexible Career Path: Grow your practice, pursue leadership, specialization, or other internal paths with support
• Autonomy: Work from a New York Life office or independently under New York Life or your own DBA; build your book of business with clients of your choosing
• Growth & Specialization: Build expertise in retirement planning, wealth advisory, estate planning, and business solutions through our practice model program, earning financial designations
• Advanced Support: Access specialized guidance for complex and high-net-worth planning strategies
• Performance Rewards: Competitive incentives and recognition opportunities
• Peer Network: Study groups and a collaborative professional community, locally and nationally

Pay

• Commission-based compensation with the power to determine your own income
• In 2024, the national average income of our financial professionals was $120,555 (local area averages may vary)
• Compensation formula based at $130,000+ at plan

Benefits

• Medical, dental, life, and long-term disability coverages for eligible full-time agents
• 401(k) and pension plans
• Additional subsidies available for qualified agents
• Expense allowance for eligible agents/advisors