Corporate Vice President, Senior Investment Solutions Consultant
At a glance
Leadership Solutions & Sales Engineering role at New York Life Insurance. Remote, United States · $100,000–$130,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Partner with the local consultant to grow investment sales across an assigned territory and individual General Offices
- Build relationships with captive-agency agents while helping them use investment products and sales processes
- Support case design, product guidance, and sales presentations for agents and clients
- Explain product updates, market considerations, business needs, and tax issues in group and individual meetings
- Work with management proactively while providing technical and sales support to field teams
What you bring
- At least five years of investment-product wholesaling experience, with broad knowledge of the investment business and sales process
- A bachelor's degree or comparable experience, plus the ability to pursue objectives with limited direction
- Life licensing and registrations for Series 6 or 7, Series 63, and Series 65 or 66
- Strong communication skills and a demonstrated ability to build lasting business relationships
Who this fits
You’ll suit a senior investment sales consultant role that combines agent support, technical guidance, presentations, and territory objectives. The position is fully remote within the United States, but you must live in the assigned Zone area and travel frequently, typically half the time and potentially all the time. FINRA-related pre-hire fingerprinting is required.
From the employer
Job Requisition ID: 94604
Location Designation: Fully Remote
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 our 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.
Role Overview:
In partnership with the local Investment Solutions Consultant (ISC), the Senior Investment Solutions Consultant (SISC) is responsible for achieving and exceeding the assigned territory and individual General Office’s investment sales objectives, deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive investment sales.
Qualified Candidate will be required to live in the Zone area and be willing to travel at least 50% of the time.
What You'll Do:
- In partnership with the ISC, work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships
- Deliver a strong command of New York Life’s life investment products and sales processes
- Provide case development and design support
- Introduce new product enhancements to field management and agents with particular emphasis on individual and business 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
- Minimum 5 years of wholesaling experience in Investment products
- A broad and comprehensive knowledge of the Investment business, an understanding of the sales process and the dynamics of selling investment products
- Industry recognized designations such as RICP, CFP, FSCP are highly desirable
- Excellent communication skills are essential
- Ability to build and maintain strong business relationships
- Life license, Series 6 or Series 7, Series 63, and Series 65 or 66 registrations
- Understanding of Advanced Markets, a plus
- Frequent travel is required, typically 50%; potentially up to 100% of the time
Job Level: LEVELPF5
Pay Transparency
Salary Range: $100,000 - $130,000
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 here to 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: 94604
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