Senior Associate, Internal Portfolio Specialist

Location Designation: Fully Remote 

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.

Business Unit Overview

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing, and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

What You’ll Do:

We are looking for a Senior Associate, Internal Consultant for the Sales Strategy and Enablement Team. Responsibilities include the following: 

• Assist inbound callers with prospect development requests (proposals, positioning, etc.)
• Make proactive sales calls on a daily basis with advisers to strengthen relationships and find opportunities
• Generate proposals and coach advisers on how to present to prospective clients.
• Educate Advisers on the various programs and money managers available on the platform
• Conduct webinars and/or other presentations on content ranging from skills to product education and proposal creation
• Drive Home Office campaigns (call Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business)
• Develop and maintain relationships with Advisers in their territory
• Manage activity via our contact management system
• Drive sales of the wealth management managed money platforms
• Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the …