Senior Associate, Investment Solutions Consultant

New York Life Insurance Co.; Boon Township (MI); Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

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

Location Designation: Fully Remote

• * This position primarily covers offices in these states: Michigan, Ohio, Indiana, Kentucky. The ideal candidate location should be in one of these areas. **

Role Overview:

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

The Investment Solutions Consultant (ISC) is responsible for achieving and exceeding the assigned territory and individual General Office’s investment sales objectives. ISCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive investment sales.

What You'll Do:

• Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships
• Develop a strong command of New York Life's investment products (annuities/mutual funds) and sales processes
• Provide case development and design support
• Introduce new product enhancements to field management and agents with particular emphasis on individual needs, markets, and tax issues of investment products
• Deliver sales presentations to both agents and clients
• Provide sales support and product information through individual face-to-face meetings as well as large group sessions
• Proactively work with management

What You'll Bring:

• Bachelor's Degree preferred and/or equivalent experience
• Motivated and energetic individual with the ability to drive objectives relatively autonomously
• Approximately 5 years of wholesaling experience in annuity/investment products
• A broad and comprehensive knowledge of the annuity business, an understanding of the sales process and the dynamics of selling annuity/mutual fund products
• Industry recognized designations such as RICP, CHFC, CFP are highly desirable
• Excellent communication skills are essential
• Ability to build and maintain strong business relationships
• Life license, Series 6 or Series 7 and Series 63 registrations
• Understanding of Advanced Markets is a plus
• Frequent travel is required, potentially up to 80% of the time

Job Level:

LEVELPF4

Pay Transparency

Salary Range: $80,000 - $100,000

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.

Additional Information

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.