Senior Investment Solutions ConsultantOur 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 our 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.In partnership with the local Investment Solutions Consultant (ISC), the Senior Investment Solutions Consultant (SISC) is responsible for achieving and exceeding the assigned territory and individual General Office's investment sales objectives, deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive investment sales.Qualified Candidate will be required to live in the Zone area and be willing to travel at least 50% of the time.What You'll Do:In partnership with the ISC, work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationshipsDeliver a strong command of New York Life's life investment products and sales processesProvide case development and design supportIntroduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of investment productsDeliver sales presentations to both agents and clientsProvide sales support and product information through individual face-to-face meetings as well as large group sessionsProactively work with managementWhat You'll Bring:Bachelor's Degree preferred and/or equivalent experienceMotivated and energetic individual with the ability to drive objectives relatively autonomouslyMinimum 5 years of wholesaling experience in Investment productsA broad and comprehensive knowledge of the Investment business, an understanding of the sales process and the dynamics of selling investment productsIndustry recognized designations such as RICP, CFP, FSCP are highly desirableExcellent communication skills are essentialAbility to build and maintain strong business relationshipsLife license, Series 6 or Series 7, Series 63, and Series 65 or 66 registrationsUnderstanding of Advanced Markets, a plusFrequent travel is required, typically 50%; potentially up to 100% of the timeJob Level: LEVELPF5Salary Range: $100,000 - $130,000Overtime eligible: ExemptDiscretionary bonus eligible: NoSales bonus eligible: YesActual 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 BenefitsWe 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.
Corporate Vice President, Senior Investment Solutions Consultant in nc at Unknown Company
This position is listed as full time and onsite.