Internal Advisor Consultant - Retirement (Investment Sales)

New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

 

Job Function and Key Responsibilities:

• Manage territory with external partner to meet or exceed goals.
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.

• Develop and execute sales plan strategies with members of both external & internal sales teams.

• Build and expand relationships with predetermined opportunistic list of prospects and clients.
• Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge.
• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.
• Develop asset allocation strategies based on client objectives and risk tolerances.

• Ability to consistently have high volume of proactive phone activity.
• Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system.
• Generate hypothetical/proposals, for advisors for MainStay Mutual Funds, ETF’s and SMA accounts.
• Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.

• Quarterly travel within territory and or partner conferences preferred.

 

Required Qualifications:

 

• Bachelor’s degree is required – specifically Finance/Business major preferred.

• FINRA Series 7 and 63 licenses required. Need to obtain 65/66 license within 90 days of hire/promotion.

• State Insurance License(s) for resident state within 90 days of hire.

• Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s.
• Wholesaling experience preferred.
• Fluid relationship and communication skills
• Excellent presentation and organizational skills.
• Ability to work independently in a fast paced environment.


 

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