Achieves investment sales objectives by supporting New York Life agents with annuity and mutual fund product expertise, case design, sales presentations, technical guidance, and product training. Builds relationships with agents and management, explains product enhancements and tax considerations, and provides individual and group sales support. Requires approximately five years of investment-product wholesaling experience, relevant FINRA registrations, a life license, and frequent travel of up to 80%.
Job Requisition ID: 95003
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95003
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95003
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