Regional Advisor Consultant-Upstate New York


Date: Apr 28, 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



Primary Responsibilities:

  • Partner with Divisional Sales Manager, Head of Internal Sales and Business Intelligence to develop and strengthen a business plan to maximize market share, assets and profitability for assigned division.
  • Collaborate with marketing team cultivating leads and identifying new opportunities with an emphasis on digital engagement.
  • Design and implement call plan strategies with marketing for the sales distribution force.
  • Present New York Life Investment products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
  • Readily available to attend industry conferences and events when needed.
  • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
  • Travel in the territory as required by sales management.
  • Serves as a liaison between sales, marketing and business intelligence to harness the full power of intelligent distribution.



  • Willing to live in territory
  • Excellent presentation skills.
  • Series 7 and 63 licensing exams
  • Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau.
  • Cross channel Wirehouse and Independent experience.
  • Strong sales process.
  • Thorough knowledge of MainStay mutual funds & IQ ETFs and its products that impact the business, as well as sales and marketing strategies.


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

Job Requisition ID: 86229

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


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