New York Life Insurance Co

Senior Associate, Investment Solutions Consultant

New York Life Insurance Co • $80K — $100K *
US-AnywhereRemote in Michigan, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree preferred or equivalent experience
  • 5 years of wholesaling experience in investment products
  • Strong knowledge of annuities and mutual funds
  • Industry recognized designations like RICP, CHFC, or CFP are desirable
  • Excellent communication skills
  • Ability to build lasting business relationships
  • Life license, Series 6 or Series 7 and Series 63 registrations

Responsibilities

  • Develop and maintain strong business relationships with agents
  • Master New York Life's investment products and sales processes
  • Provide case development and design support
  • Introduce product enhancements emphasizing individual client needs
  • Deliver sales presentations to agents and clients
  • Offer sales support through face-to-face and group meetings
  • Collaborate proactively with management

Benefits

  • Comprehensive benefits package including leave programs
  • Adoption assistance
  • Student loan repayment programs
  • Continuous refinement of benefits based on employee feedback
Full Job Description
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.

About New York Life Insurance Co

New York Life Insurance Company is a mutual life insurance company in the United States and one of the life insurers in the world, ranking #88 on the 2014 Fortune 500 list with over $540 billion in total assets under management, and more than $19 billion in surplus and AVR. New York Life and its subsidiaries provide insurance, investment, and retirement solutions. For 175 years, the company has been helping people put their love into action. It was founded in 1845 and is headquartered in New York.

New York Life Insurance Co Careers

Join the esteemed team at New York Life Insurance Co, a leader in the insurance industry, and propel your career to new heights with unparalleled job opportunities. As one of the most respected names in life insurance, we offer a platform where professionalism meets innovation, creating an environment ripe for personal and professional growth.

Work You’ll Do

At New York Life Insurance Co, you will be part of a culture that cherishes diversity and fosters leadership. Our team is composed of skilled professionals dedicated to providing financial security and peace of mind to our clients. By joining us, you will collaborate with top-tier experts in finance and insurance, leveraging your skills to make a meaningful impact.

Explore Career Paths

Whether you are seeking an internship, a full-time position, or a leadership role, New York Life Insurance Co provides a variety of career paths to help you achieve your professional goals. Our commitment to career development is evident through extensive training programs and continuous learning opportunities that ensure our team remains at the forefront of the industry.

Innovate and Lead

Embrace the opportunity to lead projects that drive innovation within the company and the insurance industry. New York Life Insurance Co is at the intersection of tradition and innovation, where we constantly strive to develop solutions that anticipate the needs of our clients.

Be Part of a Great Team

Our team at New York Life Insurance Co is our greatest asset. We thrive on collaboration and respect each other’s contributions, creating a supportive and inclusive workplace. Here, networking and mentorship go hand in hand with day-to-day operations, providing a robust support system for career advancement.

Future-Proof Your Career

With New York Life Insurance Co, your career is future-proofed with endless opportunities for advancement. Our comprehensive benefits package supports your life both inside and outside of work, while our leadership and diversity training prepare you to take on new challenges.

Join Our Team

Search for open positions that match your skills and interests. We are hiring creative, curious, and motivated individuals who are ready to drive their careers forward. Explore our job opportunities and find out how your talents can make a difference at New York Life Insurance Co.

Stay Connected

Keep up to date with the latest industry trends, career tips, and company news through our Careers Blog. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the exciting and rewarding opportunities that await at New York Life Insurance Co.

Prepare for Your Interview

Ready to join us? Prepare your resume and sharpen your interview skills to become part of a company that values vision, leadership, and a commitment to excellence. At New York Life Insurance Co, we are not just offering a job; we are offering a pathway to success.

New York Life Insurance Co – A Place Where Careers Are Made

From fostering innovation to encouraging diversity, New York Life Insurance Co is where you can pursue your passions and grow your career. Join us and make a difference in the lives of our clients and communities every day.
Learn more about New York Life Insurance Co
Size
11,960 employees
Industry
Founded
1845

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