Remote Investment Solutions Consultant for Agents

New York Life Insurance Co.; Michigan; Remote; USD 80,000 - 100,000; Full time

Job summary

New York Life Insurance Co. is seeking an Investment Solutions Consultant to support agents and drive investment sales across Michigan, Ohio, Indiana, and Kentucky with a fully remote role.

The ISC will partner with a captive agency sales force, master NYL investments, and deliver case design and presentations while assisting management to achieve territory objectives. Requirements include a Bachelor's degree (preferred), about 5 years of wholesale experience in annuities/investments, FINRA

Qualifications

• Bachelor's degree preferred and/or equivalent experience.
• Around 5 years of wholesaling experience in annuity/investment products.
• Strong knowledge of annuity business and sales processes.
• FINRA fingerprinting required prior to hire.
• Life license and Series 6/7 and 63 registrations preferred.

Responsibilities

• Support agents in a captive agency sales force to develop and maintain strong relationships.
• Develop and master NYL investment products (annuities and mutual funds) and sales processes.
• Provide case development and design support to agents.
• Deliver sales presentations to agents and clients and provide product information.

Skills

Communication

Relationship building

Autonomy

Motivation

Speaker/presentation

Education

Bachelor's degree preferred

Tools

FINRA fingerprinting

Life license

Series 6/7/63 licenses

Job description

New York Life Insurance Co. is seeking an Investment Solutions Consultant to support agents and drive investment sales across Michigan, Ohio, Indiana, and Kentucky with a fully remote role.

The ISC will partner with a captive agency sales force, master NYL investments, and deliver case design and presentations while assisting management to achieve territory objectives. Requirements include a Bachelor's degree (preferred), about 5 years of wholesale experience in annuities/investments, FINRA