Date: Sep 28, 2021

Location: Remote, 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.


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.



  • Minimum of 2 years work experience in the financial services industry
  • Must be at minimum a senior IAC and have held the position for 1 year Experience in RIA market strongly preferred
  • Excellent presentation skills Series 7 and 63 licensing exams
  • Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau 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: During calendar year 2021, 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: 84737






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