Corporate Vice President, Senior Investment Solutions Consultant

New York Life•Bells, NC

6d•$100,000 - $130,000•Remote

About The Position

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. In partnership with the local Investment Solutions Consultant (ISC), the Senior Investment Solutions Consultant (SISC) is responsible for achieving and exceeding the assigned territory and individual General Office’s investment sales objectives, deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive investment sales. Qualified Candidate will be required to live in the Zone area and be willing to travel at least 50% of the time.

Requirements

Bachelor's Degree preferred and/or equivalent experience
Motivated and energetic individual with the ability to drive objectives relatively autonomously
Minimum 5 years of wholesaling experience in Investment products
A broad and comprehensive knowledge of the Investment business, an understanding of the sales process and the dynamics of selling investment products
Excellent communication skills are essential
Ability to build and maintain strong business relationships
Life license, Series 6 or Series 7, Series 63, and Series 65 or 66 registrations
Frequent travel is required, typically 50%; potentially up to 100% of the time

Nice To Haves

Industry recognized designations such as RICP, CFP, FSCP are highly desirable
Understanding of Advanced Markets, a plus

Responsibilities

In partnership with the ISC, work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships
Deliver a strong command of New York Life’s life investment products and sales processes
Provide case development and design support
Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of investment products
Deliver sales presentations to both agents and clients
Provide sales support and product information through individual face-to-face meetings as well as large group sessions
Proactively work with management