Advisor Consultant, Pittsburgh

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Date: Jun 3, 2021

Location: Pittsburgh, PA, US

Company: New York Life Insurance Co

 

New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

 

 

The Advisor Consultant / External Wholesaler is responsible for representing New York Life/Mainstay Investment solutions (mutual funds, SMAs, ETFs) to financial advisors based on assigned territory.

 

Primary Responsibilities:

  • Develop and strengthen a business plan to maximize market share, assets and profitability for assigned territory 
  • Present New York Life/Mainstay products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
  • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
  • Manage travel and entertainment budget to assigned amount.
  • Work with sales team to develop sales of mutual funds, SMAs, ETFs in existing territory.
  • Travel approximately more than 50% of the time in assigned territory.

 

Qualifications:

  • Minimum two years experience in the financial services industry as a wholesaler - multiple products and channels strongly preferred.
  • Minimum of two years experience in sales. Successful track record required.
  • Excellent presentation skills.
  • Willing to travel and stay overnight.
  • Licensed in Securities and Insurance Industries.
  • Proficient in MS Word, Excel and PowerPoint.
  • Knowledge of wirehouse channel sales process/relationship selling preferred.
  • Thorough knowledge of MainStay funds 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: 83553

 

 


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