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New York Life Insurance Company · 4 months ago

Internal Advisor Consultant - San Francisco, CA

United States

Full-time

Remote

Entry, Mid Level

$70K/yr - $70K/yr

2+ years exp

New York Life Insurance Company is a Fortune 100 mutual company with a legacy of purpose and integrity. They are seeking an experienced Internal Advisor Consultant to work alongside External Wholesalers, driving sales and strengthening relationships with financial advisors while providing market insights and tailored solutions.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions

Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory

Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights

Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations

Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement

Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients

Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships

Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships

Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement

Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement

Uphold a structured, distraction-free work environment at home, ensuring high productivity

Qualification

FINRA Series 7 & 63Asset management salesInvestment solutionsSales strategiesMarket insightsRelationship buildingDegreeCurious mindsetCommunicationSelf-starter

Required

Must reside within 100 miles of San Francisco, CA and be able to travel as needed

At least 2 years of experience in asset management sales or as a Financial Advisor (San Francisco experience is a plus, but not required)

FINRA Series 7 & 63 licenses are required

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

Able to maintain a dedicated, productive work-from-home environment

Skilled in executing sales strategies, tracking results, and adjusting to market trends

Proven track record of sales success and strong advisor relationships

Driven to become a key partner to advisors through knowledge, service, and strategy

Curious mindset with strong questioning skills to uncover advisor needs

Passionate about financial markets, investments, and ongoing learning

Preferred

Bachelor's degree in Finance, Business, or a related field is preferred

San Francisco experience is a plus, but not required

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Annual discretionary bonus

Incentive program

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)