Edward Jones Regional Advisor Consultant, Pacific West Territory

Location Designation: Fully Remote 

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

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 supporting the Pacific West territory. 

What You’ll Do:

• Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Edward Jones 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 to maintain business plan focus 
• Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.

What You’ll Bring:

• Bachelor’s degree in Finance, Business, or a related field (preferred)
• Required to reside in assigned territory and travel extensively(relocation not offered)
• Excellent organizational and presentation capabilities
• Series 7 and 63 licensing exams are required 
• Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau
• Experience covering Edward Jones advisors in a client facing capacity is highly preferred 
• Strong sales process and client service management (required) 
• Highly motivated, organized, and capable of working both independently and as part of a team

#LI-AM1

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Pay Transparency

Salary Range:  Base Salary $75,000 + Sales Incentives 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

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: 91758