In-Market Internal Advisor Consultant (Florida)

Location Designation: Hybrid - 1 day per month 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & 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.

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. 

As an integral part of the team and the sales distribution efforts of New York Life Investments, together with the External Advisor Consultant(s), the Internal Advisor Consultant is 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 Internal Advisor Consultant must understand and passion for sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills; will require excellent organizational and follow-up skills, and the ability to prioritize, as well as execute on multiple tasks. Most critically, the Internal Advisor Consultant must demonstrate poise, professional presence, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. They must be resilient and willing to go above and beyond.

In this role, the In-Market Senior Internal Advisor Consultant will cover Florida and all offshore businesses.

What You'll Do:

• Responsible for maintaining a highly functioning home office environment with limited technology disruption i.e. high-speed internet service
• Manage territory with external partner to meet or exceed goals
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
• Develop and execute sales plan strategies with members of both external & internal sales teams
• Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
• Develop asset allocation strategies based on client objectives and risk tolerances
• Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system
• Generate hypothetical/proposals, for advisors for MainStay Mutual Funds, ETF’s and SMA accounts
• Assist with the planning and overall coordination of conferences/seminars/plan participant meetings

 
What You'll Bring:

• FINRA Series 7 and 63 required
• Bachelor’s degree required – Finance/Business major preferred
• Previous experience working with offshore teams.
• Business fluency in Spanish is required to effectively communicate with international clients, partners, and teams across Spanish-speaking regions. This includes conducting meetings and preparing written communications in Spanish. Proficiency in Portuguese is desirable
• Internal Wholesaling experience in this specific territory required
• Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s
• Build and expand relationships with predetermined opportunistic list of prospects and clients.
• Fluid relationship and communication skills
• Excellent presentation and organizational skills
• Ability to work independently
• Ability to consistently have high volume of proactive outbound sales activity
• Ability to travel quarterly within territory and or partner conferences
• May have to travel up to 2x a year to home office
• Ability to participate in meetings and training during home office scheduled times (Eastern Standard Time), required
• Must reside in Florida

#LI-AM1

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Pay Transparency

Salary Range:  $70,000 - $75,000 Base + 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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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: 91186