Senior Investment Solutions Consultant – Remote Travel

New York Life; Bells (NC); On-site; USD 100,000 - 130,000; Full time

Job summary

New York Life is seeking a Senior Investment Solutions Consultant to partner with local ISCs, driving investment sales and supporting agents with product information and technical guidance. Travel up to 100% may be required to meet territory objectives.

The role emphasizes strong client relationships, comprehensive investment knowledge, and FINRA licensure, with base salary in a broad six-figure range and bonus eligibility depending on performance.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• Minimum 5 years of wholesaling investment products experience.
• FINRA licenses (e.g., Series 6/7/63/65/66) and pre-hire fingerprinting.
• Willingness to travel 50%–100% for the role.

Responsibilities

• Develop and maintain relationships with agents in captive agency sales.
• Deliver deep knowledge of New York Life investment products and sales processes.
• Provide case development and design support.

Skills

Communication skills

Relationship building

Investment knowledge

Wholesaling experience

Education

Bachelor’s degree

Tools

FINRA licenses

Job description

New York Life is seeking a Senior Investment Solutions Consultant to partner with local ISCs, driving investment sales and supporting agents with product information and technical guidance. Travel up to 100% may be required to meet territory objectives.

The role emphasizes strong client relationships, comprehensive investment knowledge, and FINRA licensure, with base salary in a broad six-figure range and bonus eligibility depending on performance.