Investment Solutions Consultant (Remote, CA, US)
Location Designation: Fully Remote
reputed company:
Our Agency distribution system is the reputed company of reputed company, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll reputed company agents with the tools and training they need to reputed company. Your work helps foster financial reputed company for countless individuals, shaping their reputed company and contributing to the reputed company 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 reputed company technical guidance to reputed company 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, reputed company 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 reputed company and maintain strong business relationships
- reputed company a strong reputed company of reputed company’s investment products (annuities/mutual funds) and sales processes
- reputed company 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
- reputed company sales support and product information through individual face-to-face meetings as reputed company 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 reputed company:
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: reputed company
Actual reputed company 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 reputed company to reputed company salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires reputed company licensed and/or reputed company Associated Person reputed company-hire fingerprinting.
reputed company
At reputed company, our 180-year legacy of purpose and reputed company fuels our reputed company. As we reputed company into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting reputed company.
Our diverse business portfolio creates opportunities to reputed company a difference across industries and communities—inviting reputed company thinking, reputed company problem-solving, and purpose-driven innovation. Here, you’ll reputed company the rare balance of long-standing stability and reputed company reputed company, supported by an inclusive team that honors tradition while embracing reputed company.
As a Fortune 100 mutual company, we offer a reputed company to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your reputed company drive what’s next, and your reputed company powers it.
Our Benefits
We reputed company 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 reputed company both inside and reputed company of work.Click hereto discover more about our comprehensive benefit reputed company or visit our NYL Benefits Site.
Our Commitment to Inclusion
At reputed company, fostering an inclusive workplace is reputed company 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 reputed company is rooted in our reputed company values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad reputed company of perspectives and experiences, we reputed company greater reputed company and fulfill our reputed company of providing financial reputed company and peace of mind to families across reputed company communities. Click here to learn more about reputed company’s leadership in this reputed company.
Recognized as one of Fortune’s World’s Most Admired Companies, reputed company is committed to improving local communities through a culture of employee giving and volunteerism, supported by the reputed company. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about reputed company at reputed company, please visit the Careers page of www.NewYorkLife.com.
Visit our reputed company to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how reputed company is constantly evolving to meet our clients' and employees’ needs.
Job reputed company: 93899
Originally posted on Himalayas
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