Regional Advisor Consultant (Milwaukee, WI)

Location

Wisconsin | United States

Job description

Location Designation:   Fully Remote  

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. 

The Regional Advisor Consultant (RAC) is an integral part of the team and the sales distribution efforts of New York Life Investments. The RAC will be responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The individual should showcase a passion for sales strategy, process, and investments. Demonstrate attention to detail and strong follow up process. Most critically, the Regional Advisor Consultant must be poise, professional, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The Regional Advisor Consultant must be resilient and willing to go above and beyond.

Primary Responsibilities:

• Partner with Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned territory.
• Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement.
• 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, seminars 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.

Qualifications:

• Required to live in assigned territory and travel extensively.
• Excellent presentation skills.
• Series 7 and 63 licensing exams
• Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau.

• Experience covering wirehouse and broker-dealer advisors in a client facing capacity.

• 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.

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Salary range: $70,000 - $75,000 (plus target sales incentive) 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: 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 pre-hire fingerprinting.

Job Requisition ID: 89563

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  . 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 .

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