Senior Investment Solutions Consultant-Remote (50% Travel)

New York Life

North Carolina

On-site

USD 100,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Full benefits package

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Job summary

New York Life is seeking a Senior Investment Solutions Consultant to drive investment sales across the designated territory. You will partner with local ISC, train agents, deliver product information, and provide technical guidance to help clients achieve financial security.

You will lead case development, present sales concepts, and introduce product enhancements to field management. Travel up to 50–100% is required as you support a captive agency network and focus on individual and business

Qualifications

Bachelor's degree preferred or equivalent experience.
Minimum 5 years of wholesaling experience in investment products.
Excellent communication and relationship-building skills.
Ability to present to agents and clients and explain investment concepts.

Responsibilities

Develop and maintain strong relationships with agents within a captive agency sales force.
Deliver knowledge of New York Life’s investment products and sales processes.
Provide case development and design support for investment solutions.
Introduce product enhancements to field management and agents addressing markets and tax issues.