- $85,000
- Remote, Remote
$85,000
Remote, Remote
Alternate locationsSeattle, WA (Washington) Boise, ID (Idaho) Denver, CO (Colorado) Eugene, OR (Oregon) Portland, OR (Oregon) Salem, OR (Oregon) Spokane, WA (Washington) Tacoma, WA (Washington) Yakima, WA (Washington)
When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion.We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission to help build a better financial future for our clients, our employees, and our communities.We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations.
Role Overview
The Advisor Consultant/External Wholesaler is responsible for representing New York Life/Mainstay Investment solutions (mutual funds, ETFs, and alternatives) to financial advisors and select New York Life Agents in the Northern Pacific/upper mid-west region.
What You'll Do
- Develop and strengthen a business plan to maximize market share, sales, and assets across the New York Life Agency channel along with our strategic selection of regional Advisor firms.
- Present New York Life/Mainstay products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
- Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
- Regularly meet in-person with new and existing Advisors to build and cultivate productive business relationships.
- Manage travel and entertainment budget to an assigned annual amount.
The Ideal candidate will w
What You'll Bring
ork effectively in cross functional teams and establish strong partnerships with internal and external business partners.
Required Skills
- 5+ years of relevant experience in and knowledge of the asset management industry.
- High energy with strong presentation/public speaking skills.
- Strong written and verbal communication skills.
- Strong interpersonal relationship skills and leadership ability.
- Active FINRA Series 7 & 63 registration.
Preferred Skills
- Experience with NYL Insurance & Annuity business.
- Proficient in Microsoft Office, Powerpoint, Zoom/Teams virtual meeting hosting.
$85,000 (plus target sales incentive)
Salary range
Exempt
Overtime eligible
No
Discretionary bonus eligible
Yes
Sales bonus eligible
Click here to learn more about our
. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.
Please note
Job Requisition ID90316
, our
Recognized as one of
Fortune's
.Were proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit