Job Information
New York Life Insurance Company Senior Associate, Internal Portfolio Specialist in Remote, New York
Location Designation: [[cust_rolelocationdesignation]]
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 ofmore than 12,000agents, 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 theSales 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 portfolios specialist based on client and adviser need
What You’ll Bring:
Bachelor's degree preferred and/or equivalent experience
3+ years working in the financial services industry
Knowledge of capital markets
Series 7 & 66 a must (63 & 65 - can acquire on the job)
Interest in financial services
Proven track record of strong attention to detail and multitasking abilities
#LI-SV1
#LI-REMOTE
Pay Transparency
Salary Range: [[cust_salaryRangePosting]]
Overtime eligible: [[customString6]]
Discretionary bonus eligible: [[cust_merit]]
Sales bonus eligible: [[stockPackage]]
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 (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524 HR Talent Acquisition Employee Benefits PDFNYLFINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) .
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 (https://www.newyorklife.com/newsroom/diversity-and-inclusion-awards) 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 (http://www.newyorklife.com/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 theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .
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