Regional Advisor Consultant (Virginia)

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.

Join New York Life Investment Management and become part of a dynamic team empowering investors to achieve their financial goals.

We offer clients unparalleled access to a diverse collection of specialized, independent investment teams each with its own distinct philosophy and expertise.

By collaborating with our world-class investment teams, you'll shape investment strategies that unlock opportunities, navigate market complexities, and ultimately build strong financial legacies for our clients.

The In-Market Regional Advisor Consultant (RAC) is a key player in supporting and promoting New York Life Investment products to advisors within their designated region.

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.

We are looking for a candidate with a deep understanding of the local market, strong relationships with advisors in Virginia, West Virginia and North Carolina.

What You'll Do :

Business Plan Development : Collaborate with the Divisional Sales Manager and Business Intelligence team to create and enhance a business plan aimed at maximizing market share, assets, and profitability within the assigned territory

Relationship Building : Develop and nurture new relationships with advisors, and identify fresh selling opportunities to expand the reach and impact of our products

Marketing Collaboration : Work closely with the marketing team to cultivate leads and identify new opportunities, with a focus on enhancing digital engagement

Sales Campaign Strategy : Design and implement call plan strategies in conjunction with marketing efforts to boost sales campaigns and drive product awareness

Product Presentation : Effectively present New York Life Investment products and services to advisors, highlighting the unique benefits of our offerings in comparison to competitors

Industry Participation : Be available to attend industry conferences and events as needed, representing New York Life Investments and engaging with industry professionals

Technical Expertise : Provide advisors with technical information, demonstrating a strong knowledge of the competitive landscape, financial markets, and industry-related topics

Territory Travel : Travel within the designated territory to meet with advisors, conduct presentations, and foster relationships

Liaison Role : Act as a liaison between sales, marketing, and business intelligence teams to leverage intelligent distribution for maximum impact

What You'll Bring :

Product Knowledge : In-depth understanding of MainStay mutual funds & IQ ETFs, along with the ability to discuss sales and marketing strategies that impact the business

Location : Must be willing to reside within the territory

Presentation Skills : Possess excellent presentation and communication skills to effectively engage with advisors and industry professionals

Technical Proficiency : Proficient in MS Word, Excel, PowerPoint, Salesforce, and Tableau

Industry Experience : Experience working across multiple channels, including Wirehouse and Independent channels, with strong sales process knowledge

Pre-Hire Requirement : Please note this role requires Series 7 and 63 licensing

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Pay Transparency

Salary Range : Base salary $75,000 (plus target sales incentive)

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 .

Job Requisition ID : 90677