[Hiring] Senior Associate, Strategic Wealth Regional Advisor Consultant @New York Life

Role Description

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 poised, professional, possess 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 supporting the South (South-FL, GA, NC & SC) territory.

• Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Strategic Broker Dealer and Agency channel.
• 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 (Mutual Funds, ETFs, SMA, Alternatives) 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 to maintain business plan focus.
• Serve as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field (preferred)
• Required to reside in assigned territory and travel
• Excellent organizational and presentation capabilities
• Series 7 and 63 licensing exams are required
• Proficient in MS Word, Excel, PowerPoint, Salesforce, and Tableau
• Experience covering Strategic Broker Dealer and Agency channel advisors in a client-facing capacity is highly preferred
• Strong sales process and client service management (required)
• Highly motivated, organized, and capable of working both independently and as part of a team

Requirements

• Job Level: LEVELPF3
• Salary Range: $70,000 base salary + sales 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.
• This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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.