Senior Associate - Internal Consultant

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Date: Sep 17, 2022

Location: New York, NY, US

Company: New York Life Insurance Co

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

Senior Associate - Internal Consultant

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

The business unit you will be joining:

New York Life’s Wealth Management Solutions department is comprised of NYLIFE Securities LLC (broker-dealer) and Eagle Strategies LLC. Eagle Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). Eagle IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our advisors can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products.

 

We believe the best financial solutions are built when an advisor has a thorough understanding of their clients’ current financial picture and their short- and long-term goals. Our advisors assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the client's lifetime– from wealth-building to retirement to legacy.

 

Role Overview

We are looking for a Senior Associate, Internal Consultant for Eagle Strategies LLC.  The role will provide flexibility to work a hybrid schedule, working remote on Mondays and Fridays.  Responsibilities include the following: 

  • Assist inbound callers with prospect development requests (proposals, positioning, etc.)
  • Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need
  • Team with the Portfolio Specialist to target proactive sales calls with advisers to strengthen relationships and find opportunities
  • Assist Advisers to generate proposals and coach them on how to present to prospective clients.
  • Educate Advisers on the various programs and money managers available on the platform
  • Work with the Learning & Development team to conduct webinars and/or other presentations for education and proposal creation
  • Manage activity via our contact management system
  • Work with the Head of sales in generating activity reports for the team to better collaborate and be more proactive.

 

Qualifications

  • Bachelor's degree preferred
  • Prefer 3+ years working in the financial services industry
  • Proven ability to pay attention to detail and multitask
  • Knowledge of capital markets
  • Series 7 & 66 a must (63 & 65 -can acquire on the job)
  • Interest in financial services

SF:LI-KV1

 

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 www.NewYorkLife.com.

Job Requisition ID: 86284

 

 

 


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Nearest Secondary Market: New York City

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