Remote External Wholesaler - Retail Sales (DFW, TX)

New York Life; New York (NY); On-site; USD 75,000 - 105,000; Full time

Job summary

New York Life Investments is seeking an External Wholesaler to represent mutual funds, SMAs, and ETFs to financial advisors across Dallas/Fort Worth in a fully remote role. You will develop territory plans, deliver market insights, and drive growth by building trusted advisor relationships.

The role requires FINRA Series 7 & 63, a 5+ year track record in asset management sales, and a DRIVE to exceed sales targets while maintaining high professional standards.

Qualifications

• Active FINRA Series 7 and 63 licenses are required.
• Bachelor’s degree in Finance, Business, or related field preferred.
• Minimum 5 years in asset management sales or financial advisory roles.
• Proven track record of meeting sales targets and developing advisor relationships.

Responsibilities

• Develop and execute a strategic business plan to grow market share in the Dallas/Fort Worth area.
• Represent NYL Investments’ mutual funds, SMAs, ETFs to financial advisors with credibility.
• Provide market insights and product information to advisors and internal teams.
• Travel frequently (50%+) to build and maintain advisor relationships in territory.
• Monitor sales performance and adjust strategies to maximize growth and profitability.

Skills

FINRA Series 7

FINRA Series 63

Strong communication

Relationship building

Strategic sales planning

Education

Bachelor’s degree in Finance/Business (preferred)

Job description

New York Life Investments is seeking an External Wholesaler to represent mutual funds, SMAs, and ETFs to financial advisors across Dallas/Fort Worth in a fully remote role. You will develop territory plans, deliver market insights, and drive growth by building trusted advisor relationships.

The role requires FINRA Series 7 & 63, a 5+ year track record in asset management sales, and a DRIVE to exceed sales targets while maintaining high professional standards.