Life Solutions Consultant (San Francisco-East Bay, Greater San Jose & Reno, NV)

Job Requisition ID: 93898 

 

Location Designation: Hybrid The ideal candidate location is in Northern California and Reno. This position primarily supports the following General Offices (GO's): San Francisco, East Bay, Greater San Jose, Northern California, and Reno.

 

 

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 our 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 Life Solutions Consultant (LSC) is responsible for achieving and exceeding the assigned territory and individual General Office’s life sales objectives. deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales.

 

** The ideal candidate location is in Northern California and Reno. This position primarily supports the following General Offices (GO's):

San Francisco, East Bay, Greater San Jose, Northern California, and Reno.

 

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 life insurance products and sales processes
• Provide case development and design support
• Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of life 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 Life products
• A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products
• Industry recognized designations such as CLU, 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, typically 50%; potentially up to 100% of the time

 

** The ideal candidate location is in Northern California and Reno. This position primarily supports the following General Offices (GO's): San Francisco, East Bay, Greater San Jose, Northern California, and Reno.

 

Pay Transparency

Salary Range: 90,000 - 105,000 

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.