Senior Associate, In-Market Internal Wholesaler (Georgia)

New York Life Insurance Co.; McRae–Helena (GA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life Investment Management is seeking an experienced Georgia-based Internal Wholesaler to work alongside an External Wholesaler. This role focuses on in-person advisor meetings, sales plan execution, and advisory education to drive territory growth.

You will collaborate with external partners to deepen advisor relationships, share market insights, and deliver tailored investment solutions while maintaining CRM data and planning outreach events. Remote-friendly with quarterly NYC travel.

Qualifications

• Minimum 2 years in asset management sales or as a Financial Advisor.
• FINRA Series 7 & 63 licenses required.
• Bachelor’s degree in Finance/Business or related field preferred.

Responsibilities

• Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions.
• Execute and support External Wholesaler in creating and implementing strategic sales plans for the territory.
• Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, with allocation insights.
• Stay ahead of market trends, product innovations, and industry shifts to provide relevant advisor insights.
• Engage in consultative sales by identifying advisor needs and delivering tailored solutions.
• Provide value-added ideas, industry best practices, and tools to help advisors grow their business.
• Identify new opportunities and deepen existing client relationships within the territory.
• Position yourself as a go-to resource by sharing thought leadership and fostering partnerships.
• Maintain and optimize CRM data and sales-tracking systems for efficiency.
• Coordinate conferences, seminars, and advisor meetings to maximize market engagement.
• Uphold a productive, home-based work environment and travel as needed.

Skills

Asset management sales

FINRA Series 7 & 63 licenses

Education

Bachelor’s degree in Finance or Business

Job description

Location Designation: Fully Remote

About New York Life Investment Management

With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.

Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.

More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.

A Unique Opportunity to Elevate Your Career

New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement.

About the Role As a Georgia In-Market Internal Wholesaler

You will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies.

What You’ll Do

• Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions.
• Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory.
• Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights.
• Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations.
• Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement.
• Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients.
• Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships.
• Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships.
• Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement.
• Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement.
• Uphold a structured, distraction-free work environment at home, ensuring high productivity.

What You’ll Bring

• Must reside in Georgia and be able to travel as needed.
• At least 2 years of experience in asset management sales or as a Financial Advisor FINRA Series 7 & 63 licenses are required.
• Bachelor’s degree in Finance, Business, or a related field is preferred.
• Passionate about financial markets, investments, and ongoing learning.
• Curious mindset with strong questioning skills to uncover advisor needs.
• Driven to become a key partner to advisors through knowledge, service, and strategy.
• Skilled in executing sales strategies, tracking results, and adjusting to market trends.
• Proven track record of sales success and strong advisor relationships.
• Able to maintain a dedicated, productive work-from-home environment.
• Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets.
• Strong presentation, communication, and relationship-building skills.
• Self-starter who works well independently and with an External Wholesaler.
• Willing to travel to the NYC home office once per quarter.

Job Level: LEVELPF3

Pay Transparency

• Salary Range: $70,000 + 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 requires FINRA licensed and/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.

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.

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 the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.