Senior Associate, Internal Consultant

Location Designation: Fully Remote Role Overview: reputed company’s Wealth reputed company department is comprised of NYLIFE Securities LLC (broker-dealer) and reputed company Strategies LLC. reputed company Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). reputed company IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that reputed company reputed company’s financial strength and mutuality, our advisors can tailor a plan to help their clients reputed company their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products. We reputed company the best financial solutions are built reputed company an advisor has a thorough understanding of their clients’ reputed company financial picture and their short- and long-term goals. Our advisors assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the client's lifetime– from wealth-building to retirement to legacy. What You'll Do:

• Assist inbound callers with prospect development requests (proposals, positioning, etc.)
• reputed company proactive sales calls daily with advisers to strengthen relationships and find opportunities
• Generate proposals and coach advisers on how to present to prospective clients.
• Educate Advisers on the various programs and money managers available on the platform
• Conduct webinars and/or other presentations on content ranging from skills to product education and proposal creation
• Drive Home Office campaigns (call Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business)
• reputed company and maintain relationships with Advisers in their territory
• Manage activity reputed company our contact management system
• Drive sales of the wealth management managed money platforms
• Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need

What You'll Bring:

• Bachelor's degree preferred
• 3+ years of financial services experience
• Proven ability to pay attention to detail and multitask
• Knowledge of capital markets
• Series 7 & 66 are required (63 & 65 are preferred but can be acquired after hire)

Pay Transparency Salary Range: $70,000 - $100,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No 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 addition to reputed company 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. Company Overview At reputed company, our 180-year legacy of purpose and reputed company fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to reputed company a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and reputed company momentum, 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 growth powers it. Our Benefits We provide 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 flourish both inside and reputed company of work. Click here to discover more about our comprehensive benefit options 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 foundation is rooted in our core values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we reputed company greater success and fulfill our promise 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 space.​ 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 Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities 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 our company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 92488 Apply tot his job Apply To this Job