Internal Advisor Consultant - Retirement (Investment Sales)


Date: Feb 8, 2019

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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 LinkedIn, our Newsroom and the Careers page of


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.





Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.




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