In-Market Internal Advisor Consultant (Southern CA)

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.

 

 

 

As a key member of the New York Life Investments team, the Internal Advisor Consultant plays a vital role in supporting sales distribution efforts in collaboration with External Advisor Consultants. This position is responsible for developing and executing business plans and sales strategies to grow and maintain client relationships, while also identifying and acquiring new business opportunities within their assigned territory to achieve sales targets. The ideal candidate will possess a strong understanding of investment strategies and sales processes, coupled with a passion for driving results. Exceptional verbal and written communication skills are essential, along with outstanding organizational and follow-up abilities. The ability to effectively prioritize and manage multiple tasks is crucial to success in this role. Equally important, the Internal Advisor Consultant must exhibit professionalism, confidence, and excellent presentation skills. They should demonstrate enthusiasm for building relationships, a competitive drive to succeed, resilience, and a willingness to go above and beyond to achieve goals.

 

In this position, the In-Market Internal Advisor Consultant will oversee and manage territories in Southern California. 

 

What You'll Do:

• Responsible for maintaining a highly functioning home office environment with limited technology disruption i.e. high-speed internet service
• Manage territory with external partner to meet or exceed goals
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
• Develop and execute sales plan strategies with members of both external & internal sales teams
• Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
• Develop asset allocation strategies based on client objectives and risk tolerances
• Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system
• Generate hypothetical/proposals, for advisors for MainStay Mutual Funds, ETF’s and SMA accounts
• Assist with the planning and overall coordination of conferences/seminars/plan participant meetings

 
What You'll Bring:

• FINRA Series 7 and 63 required
• Must reside in territory
• Bachelor’s degree required – Finance/Business major
• Proof of residential history in specific territory and ability to continue residing in specified geographical location required
• Business fluency in Spanish is required for effective communication with clients, stakeholders, and team members across Spanish-speaking regions.
• Internal Wholesaling experience in this specific territory required
• While prior experience with offshore business operations is not mandatory, it is strongly preferred, as it will be beneficial in understanding our global operations and managing international relationships.
• Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s
• Build and expand relationships with predetermined opportunistic list of prospects and clients.
• Fluid relationship and communication skills
• Excellent presentation and organizational skills
• Ability to work independently
• Ability to consistently have high volume of proactive outbound sales activity
• Ability to travel quarterly within territory and or partner conferences