Associate Advisor Consultant - Minnesota

New York Life Insurance Co

5d•Hybrid

About The Position

New York Life Investment Management (NYLIM) is seeking an experienced sales professional to join their team as an In-Market Internal Wholesaler. This role is a hybrid position, requiring one day per month in the office, and is based in Minnesota. The position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities. The goal is to drive sales, strengthen advisor relationships, and support the growth of the territory by acting as a consultative partner, providing market insights, portfolio solutions, and business growth strategies.

Requirements

Must reside in Minnesota and be able to travel as needed.
At least 2 years of experience in asset management sales or as a Financial Advisor.
FINRA Series 7 & 63 licenses are required.
Passionate about financial markets, investments, and ongoing learning.
Curious mindset with strong questioning skills to uncover advisor needs.
Driven to become a key partner to advisors through knowledge, service, and strategy.
Skilled in executing sales strategies, tracking results, and adjusting to market trends.
Proven track record of sales success and strong advisor relationships.
Able to maintain a dedicated, productive work-from-home environment.
Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets.
Strong presentation, communication, and relationship-building skills.
Self-starter who works well independently and with an External Wholesaler.
Willing to travel to the NYC home office at most two times per year.

Nice To Haves

Bachelor’s degree in Finance, Business, or a related field is preferred.

Responsibilities

Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions.
Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory.
Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights.
Stay ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations.
Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement.
Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients.
Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships.
Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships.
Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement.
Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement.
Uphold a structured, distraction-free work environment at home, ensuring high productivity.