Edward Jones Regional Advisor Consultant, Pacific West Territory

New York Life Insurance Company; Washington (District of Columbia); Remote; USD 75,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Regional Advisor Consultant, where you will play a vital role in driving sales and building relationships. This fully remote position offers the opportunity to develop and implement strategic business plans while collaborating with a dedicated team. You'll engage with advisors, present investment products, and leverage your expertise to maximize market share. With a strong emphasis on professional growth and a commitment to inclusion, this role is perfect for motivated individuals looking to make a meaningful impact in the financial services industry. Embrace the chance to thrive in a supportive environment that values your contributions.

Benefits

Comprehensive Benefits Package

Adoption Assistance

Student Loan Repayment Programs

Leave Programs

Qualifications

• Bachelor's degree in Finance or Business preferred.
• Series 7 and 63 licensing exams are required.
• Experience with Edward Jones advisors is highly preferred.

Responsibilities

• Develop business plans and sales strategies for the assigned territory.
• Collaborate with marketing to identify new opportunities.
• Provide technical information and support to advisors.

Skills

Sales Strategy

Presentation Skills

Client Relationship Management

Organizational Skills

Attention to Detail

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Tools

Salesforce

Tableau

MS Word

MS Excel

MS PowerPoint

Job description

Location Designation:Fully Remote

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive teamguided by our belief to always be there for each other-providing the support and flexibilityto grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit ourNewsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

The Regional Advisor Consultant (RAC) is an integral part of the team and the sales distribution efforts of New York Life Investments. The RAC will be responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The individual should showcase a passion for sales strategy, process, and investments. Demonstrate attention to detail and strong follow up process. Most critically, the Regional Advisor Consultant must be poise, professional, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The Regional Advisor Consultant must be resilient and willing to go above and beyond supporting the Pacific West territory.

What You'll Do:

• Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Edward Jones territory.
• Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement.
• Present New York Life Investment products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
• Readily available to attend industry conferences, seminars and events when needed.
• Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets, and industry related topics.
• Travel in the territory as required by sales management tomaintain business plan focus
• Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.

What You'll Bring:

• Bachelor's degree in Finance, Business, or a related field (preferred)
• Required to reside in assigned territory and travel extensively(relocation not offered)
• Excellent organizational and presentation capabilities
• Series 7 and 63 licensing exams are required
• Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau
• Experience covering Edward Jones advisors in a client facing capacity is highly preferred
• Strong sales process and client service management (required)
• Highly motivated, organized, and capable of working both independently and as part of a team

#LI-AM1

Pay Transparency

Salary Range:Base Salary $75,000 + Sales Incentives

Overtime eligible:Exempt

Discretionary bonus eligible:No

Sales bonus eligible:Yes

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID:91758