Investment Solutions Consultant at New York Life

Sanger, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wholesaling, Case development, Sales presentations, Relationship management, Annuity sales, Mutual fund sales, Technical guidance, Communication skills, Financial planning, Advanced Markets knowledge

Industry

Financial Services

Description

Location Designation: Fully Remote Role Overview: Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. The Investment Solutions Consultant (ISC) is responsible for achieving and exceeding the assigned territory and individual General Office’s investment sales objectives. ISCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive investment sales. ** This position primarily covers offices in California and NV, and will support the following General Offices (GO's): San Francisco, East Bay, Northern CA, and Reno. The ideal candidate location should be in one of these areas. ** What You'll Do: Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships Develop a strong command of New York Life’s investment products (annuities/mutual funds) and sales processes Provide case development and design support Introduce new product enhancements to field management and agents with particular emphasis on individual needs, markets, and tax issues of investment products Deliver sales presentations to both agents and clients Provide sales support and product information through individual face-to-face meetings as well as large group sessions Proactively work with management What You'll Bring: Bachelor's Degree preferred and/or equivalent experience Motivated and energetic individual with the ability to drive objectives relatively autonomously Approximately 5 years of wholesaling experience in annuity/investment products A broad and comprehensive knowledge of the annuity business, an understanding of the sales process and the dynamics of selling annuity/mutual fund products Industry recognized designations such as RICP, CHFC, CFP are highly desirable Excellent communication skills are essential Ability to build and maintain strong business relationships Life license, Series 6 or Series 7 and Series 63 registrations Understanding of Advanced Markets, a plus Frequent travel is required, potentially up to 100% of the time Pay Transparency Salary Range: 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. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. 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 Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space. 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. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 93899

Responsibilities

The Investment Solutions Consultant drives investment sales by providing technical guidance, product information, and sales concepts to New York Life agents. They are responsible for developing business relationships and delivering presentations to both agents and clients to meet territory objectives.