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New York Life Insurance Company · 12 hours ago

Senior Associate, Internal Consultant

United States

Full-time

Remote

Mid, Senior Level

$70K/yr - $100K/yr

3+ years exp

New York Life Insurance Company is a Fortune 100 mutual company focused on providing financial security and peace of mind to families. The Senior Associate, Internal Consultant role involves assisting advisers with prospect development, generating proposals, and driving sales of wealth management platforms while maintaining relationships with advisers.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Assist inbound callers with prospect development requests (proposals, positioning, etc.)

Make 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)

Develop and maintain relationships with Advisers in their territory

Manage activity via 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

Qualification

Financial services experienceCapital marketsSeries 7 certificationSeries 66 certificationBachelor's degreeMultitaskingAttention to detail

Required

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)

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

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)