[Remote] Investment Solutions Consultant
Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 mutual company with a long legacy of purpose and integrity. They are seeking an Investment Solutions Consultant to connect with agents, develop business relationships, and drive investment sales through providing product information and sales support.
Responsibilities
- 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
Skills
- 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, a plus
- Frequent travel is required, potentially up to 100% of the time
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
Company Overview
Company H1B Sponsorship