Regional Advisor Consultant

1 week ago


Chicago, Illinois, United States New York Life Insurance Company Full time
About the Role

We are seeking a highly skilled and experienced Regional Advisor Consultant to join our team at New York Life Insurance Company. As a key member of our sales distribution efforts, you will play a crucial role in driving business growth and achieving set targets.

Key Responsibilities
  • Strategic Planning: Collaborate with our Divisional Sales Manager and Business Intelligence team to develop a comprehensive business plan that enhances market share, asset growth, and profitability within the assigned territory.
  • Lead Generation & Opportunity Identification: Partner with our marketing team to cultivate leads and identify new business opportunities, utilizing a blend of in-person and digital engagement strategies.
  • Solution Presentation: Deliver compelling presentations of our investment products and services to advisors, ensuring they understand the competitive advantages of our offerings.
  • Industry Event Participation: Be available to participate in conferences, seminars, and other industry events as needed to stay connected and informed.
  • Technical Expertise: Offer advisors in-depth technical insights into the competitive landscape, financial markets, and other relevant industry topics.
  • Territory Travel: Travel within the assigned territory as required to meet with clients and achieve sales objectives.
  • Interdepartmental Collaboration: Serve as a key connector between the sales, marketing, and business intelligence teams to optimize intelligent distribution strategies.
Requirements
  • Location & Travel: Must reside in the assigned territory and be willing to travel as needed.
  • Experience: Previous experience working with financial advisors in a client-facing role is required.
  • Skills: Exceptional organizational, communication, and presentation abilities.
  • Licenses & Certifications: Series 7 and 63 licenses are mandatory. Advanced industry certifications are preferred.
  • Technical Proficiency: Proficient in MS Word, Excel, PowerPoint, Salesforce, and Tableau.
  • Sales & Product Knowledge: Strong understanding of mutual funds, ETFs, and related products, as well as sales and marketing strategies that drive business outcomes.
What We Offer

We provide a comprehensive package of benefits for our employees, including leave programs, adoption assistance, and student loan repayment programs. We are committed to improving local communities through a culture of employee giving and volunteerism, supported by our Foundation.



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