Internal Advisor Consultant - DCIO


Date: Jul 27, 2022

Location: New York, NY, US

Company: New York Life Insurance Co



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. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



Please note this is a HYBRID opportunity. 

Job Function and Key Responsibilities:

  • Manage territory with DCIO external partner to meet or exceed goals.
  • Conduct consultative, relationship-building sales calls via the telephone with financial advisors, record keepers, aggregators 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 & CIT 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 and CITs.
  • 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.






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

Job Requisition ID: 87004

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. 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


Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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