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Advisor Consultant - EAU CLAIRE, WI,

Job Information

Job Order ID :
WI3662992
# of Positions :
1
Experience Required :
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Location Designation:Fully Remote When you join New
York Life Investments, a wholly owned subsidiary of New York Life
Insurance Company, you are joining a global investment company with a
long history and passion for career development, innovation,
collaboration, and diversity, equity and 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.New York Life is a
relationship-based company and appreciates how both virtual and
in-person interactions support our culture. 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. 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. Primary
Responsibilities: Partner with Sales Manager and Business Intelligence
to develop and strengthen a business plan to maximize market share,
assets, and profitability for assigned 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. Serves as a
liaison between sales, marketing and business intelligence to harness
the full power of intelligent distribution. Qualifications: Required to
live in assigned territory and travel extensively. Excellent
presentation skills. Series 7 and 63 licensing exams Proficient in\...
For full info follow application link. \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/A847E46F6CC542D1

Company Information

Name :
NEW YORK LIFE INSURANCE CO

Application Information

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