Remote Investment Solutions Consultant

New York Life Insurance Co.

Boon Township (MI)

Remote

USD 80,000 - 100,000

Full time

9 days ago

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Job summary

New York Life Insurance Co. is seeking an Investment Solutions Consultant to drive investment sales across a multi-state General Office network. You will work with captive agents, delivering product knowledge and case development support to help clients secure financial futures.

The role requires travel up to 80% of the time, managing annuity and mutual fund products, and building strong relationships with agents and clients to meet sales objectives.

Qualifications

Bachelor's degree or equivalent experience.
Approximately 5 years of wholesaling experience in annuity/investment products.
Strong knowledge of annuities and mutual funds and sales processes.
Excellent communication and relationship-building skills.
FINRA registrations (Series 6/7, 63) and life license preferred.

Responsibilities

Develop and maintain strong relationships with agents in a captive agency sales force.
Demonstrate and explain New York Life investment products and sales processes.
Provide case development and design support to agents.
Introduce product enhancements aligned with market and tax considerations.

Skills

Bachelor's degree

Wholesaling experience

Investment products knowledge

Communication skills

Lifelong client relationships

FINRA licenses (Series 6/7, 63)

Designations such as RICP/CFP/CHFC

Travel up to 80%

Education

Bachelor's Degree

Job description

The role requires travel up to 80% of the time, managing annuity and mutual fund products, and building strong relationships with agents and clients to meet sales objectives.

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