Edward Jones Regional Advisor Consultant, Pacific West Territory

Location Designation: Fully Remote 

 

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

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.

 

 

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 poise, professional, 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 Pacific West territory. 

 

What You’ll Do:

• Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Edward Jones territory.
• 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 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 
• Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.

 

What You’ll Bring:

• Bachelor’s degree in Finance, Business, or a related field (preferred)
• Required to reside in assigned territory and travel extensively(relocation not offered)
• Excellent organizational and presentation capabilities
• Series 7 and 63 licensing exams are required 
• Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau
• Experience covering Edward Jones 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

#LI-AM1

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Pay Transparency

Salary Range:  Bas