Kathy J. Moritz, Executive Partner New York Life Greater DC

Kathy J. Moritz, Executive Partner New York Life Greater DC Financial professionals at NYL Greater DC help families achieve financial goals. How will I be trained? How will I be compensated?

In considering any career change, many questions may arise, such as: What will be my responsibilities? The answers to these questions depend on many factors. When you sell insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical

components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents with the Greater DC General Office provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives. For more information on the New York Life Sales Agent career, visit our Web site: http://newyorklife.com/careers

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Friday case review meeting with Team Kathy!!
08/28/2026

Friday case review meeting with Team Kathy!!

Help me Congratulate Renee on passing her Series 6 and becoming a Registered Representative!!
08/21/2026

Help me Congratulate Renee on passing her Series 6 and becoming a Registered Representative!!

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
08/17/2026

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4xEwqDo to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

Recruiting today at UVA Fairfax!
08/13/2026

Recruiting today at UVA Fairfax!

Some of the best people I know in finance careers didn’t start that way. They brought experience from teaching, service,...
08/04/2026

Some of the best people I know in finance careers didn’t start that way. They brought experience from teaching, service, healthcare—you name it. If someone you know is ready for a fresh start with purpose, flexibility, and growth at New York Life, I’d love to connect. Feel free to pass along my info—no pressure, just a conversation.

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8075 Leesburg Pike Ste 400
Vienna, VA
22182

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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