Senior Associate, Internal Consultant

Location Designation: Fully Remote 

Role Overview:

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.

What You'll Do:

• Assist inbound callers with prospect development requests (proposals, positioning, etc.)

• Make proactive sales calls daily with advisers to strengthen relationships and find opportunities

• Generate proposals and coach advisers on how to present to prospective clients.

• Educate Advisers on the various programs and money managers available on the platform

• Conduct webinars and/or other presentations on content ranging from skills to product education and proposal creation

• Drive Home Office campaigns (call Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business)

• Develop and maintain relationships with Advisers in their territory

• Manage activity via our contact management system

• Drive sales of the wealth management managed money platforms

• Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need

What You'll Bring:

• Bachelor's degree preferred

• 3+ years of financial services experience 

• Proven ability to pay attention to detail and multitask

• Knowledge of capital markets

• Series 7 & 66 are required (63 & 65 are preferred but can be acquired after hire)

Pay Transparency

Salary Range: $70,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

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

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 92488