Senior Internal Advisor Consultant - Georgia
Senior Internal Advisor Consultant - Georgia
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Requisition ID:92128
Location Designation:Hybrid - 1 day per month
A Unique Opportunity to Elevate Your Career
New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities providing an opportunity to develop deeper client relationships hands-on market experience and career advancement.
About the Role
As a Georgia State In-Market Internal Wholesaler you will be a key supporting partner to your External Wholesaler working collaboratively to drive sales strengthen advisor relationships and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted consultative partner. Your success hinges on adding value beyond product discussions positioning yourself as a strategic resource for advisors seeking market insights portfolio solutions and business growth strategies.
What Youll Do:
- Build and managerelationships with financial advisors through in-person meetings phone outreach and virtual interactions.
- Execute and supportyour External Wholesaler in creating and implementing strategic sales plans for the territory.
- Educate and advisefinancial advisors on investment solutions including mutual funds ETFs and SMAs while providing asset allocation insights.
- Be a student of the marketsby staying ahead of economic trends product innovations and industry shifts to provide relevant insights that elevate advisor conversations.
- Engage in a consultative sales approachby asking the right questions uncovering advisor needs and delivering tailored solutions that drive meaningful engagement.
- Deliver value-add solutionsby equipping advisors with actionable ideas industry best practices and tools that help them grow their business and better serve their clients.
- Expand and deepenterritory growth by identifying new business opportunities and strengthening existing client relationships.
- Position yourselfas a go-to resource by consistently delivering insights sharing thought leadership and fostering long-term partnerships.
- Maintain and optimizeCRM data and sales tracking systems to ensure efficiency and proactive engagement.
- Coordinate and contributeto the planning of conferences seminars and advisor meetings to maximize market engagement.
- Uphold a structured distraction-free work environment at homeensuring high productivity.
What Youll Bring:
- Must reside in the state of Georgia and be able to travel as needed.
- At least 2 years of experience in asset management sales or as a Financial Advisor (Georgia experience is a plus but not required).
- FINRA Series 7 & 63 licenses are required.
- Bachelors degree in Finance Business or a related field is preferred.
- Passionate about financial markets investments and ongoing learning.
- Curious mindset with strong questioning skills to uncover advisor needs.
- Driven to become a key partner to advisors through knowledge service and strategy.
- Skilled in executing sales strategies tracking results and adjusting to market trends.
- Proven track record of sales success and strong advisor relationships.
- Able to maintain a dedicated productive work-from-home environment.
- Solid understanding of investments including mutual funds ETFs SMAs and capital markets.
- Strong presentation communication and relationship-building skills.
- Self-starter who works well independently and with an External Wholesaler.
- Willing to travel to the NYC home office once per quarter.
Why Join Us
A rare opportunity to gain in-market experience as an Internal Wholesaler positioning yourself for career advancement.
Direct advisor engagement that allows for deeper relationship-building and enhanced sales effectiveness.
Industry-leading resources training and support to ensure long-term success.
Competitive compensation package with performance-based incentives.
Take the Next Step in Your Career
This is a game-changing role in our industry offering top-tier resources professional growth and hands-on market experience. This role is ideal for high-performing individuals who want to expand their skill set and gain field experience. Apply today.
#LI-AM1
Pay Transparency
Salary Range:Base Salary $70000 Sales Incentives
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 individuals 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 requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.
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 outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life fostering an inclusive workplace is fundamental 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 integrity ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Lifes leadership in this space.
Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the proud that due to our mutuality we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life please visit the Careers page of .
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Job Requisition ID:92128
Required Experience:
Senior IC
Employment Type
Full-Time
