Investment Wholesaler - Western Boarder Senior Associate


Date: Jan 12, 2023

Location: Remote, WA, 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



Location Designation: Remote 



The In-Market Regional Advisor Consultant (RAC) is responsible for supporting and selling New York Life Investment products to advisors in their region.  The Ideal candidate would have local market knowledge, strong relationships with advisors in the territory and the ability to help drive sales of products across multiple platforms. 


Primary Responsibilities:

  • Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets and profitability for assigned territory.
  • Help to and develop and build new relationships as well as identify new selling opportunities.
  • Collaborate with marketing team cultivating leads and identifying new opportunities with an emphasis on digital engagement.
  • Design and implement call plan strategies with marketing to drive sales campaigns.
  • 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 within the territory.
  • Serves as a liaison between sales, marketing and business intelligence to harness the full power of intelligent distribution.



  • Willing to live in territory of WA ex Coast, OR ex Portland, North of Chico CA, ID ex Boise, MT, WY Western Border 
  • 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 knowledge 
  • 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.




Salary range: $70,000 - $75,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes Yes


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



Please note:

  • This role requires FINRA licensed and/or FINRA Associated Person fingerprinting.
  • At this time, employees of Group Benefit Solutions can be considered for open positions within Group Benefit Solutions only. Applications from Group Benefit Solutions employees for open positions within other New York Life businesses are unable to be considered.  

Job Requisition ID: 87997



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