New York Life Insurance CoNC

Senior Associate, Internal Consultant

New York Life Insurance Company is the largest mutual life insurance company in the United States, providing life insurance, retirement income, investments, and long-term care insurance. Founded in 1845, the company is headquartered in New York City and is dedicated to offering financial security and peace of mind to its policy owners.

New York Life Insurance Co

Employee count: 5000+

Salary: 70k-100k USD

United States only

Location Designation: Fully Remote

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit ourNewsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Role Overview:

New York Life’s Wealth Management Solutions department is comprised of NYLIFE Securities LLC (broker-dealer) and Eagle Strategies LLC. Eagle Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). Eagle IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our advisors can tailor a plan to help their clients reach 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 believe the best financial solutions are built when an advisor has a thorough understanding of their clients’ current 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.)

  • 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

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)

  • The ideal candidate will be located in the Southeast

Pay Transparency

Salary Range: $70,000-$100,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base 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 base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires 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 hereto 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 Life’s leadership in this space.​

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life 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 New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 91753

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Senior

Salary

Salary: 70k-100k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About New York Life Insurance Co

Learn more about New York Life Insurance Co and their company culture.

View company profile

At New York Life, our focus on innovation drives our mission to provide financial security and peace of mind. For over 180 years, we have been at the forefront of the life insurance industry, consistently adapting to meet the evolving needs of our policy owners. Our commitment to groundbreaking technology is evident in our multiyear strategy to modernize our infrastructure and applications, with a strong emphasis on cloud computing, cybersecurity, and data management. We are not just an insurance company; we are stewards of a long and proud history, dedicated to remediating technical debt while simultaneously creating modern experiences for our agents and customers. This involves a significant shift towards leveraging data, analytics, artificial intelligence (AI), and generative AI (GenAI) across all facets of our operations, as showcased in our Data+Analytics+AI Expos. This technological advancement allows us to better serve our clients by providing more personalized and efficient services.

Our innovative spirit extends to how we empower our workforce and engage with our communities. We believe in the power of human guidance, delivered by our industry-leading force of over 12,000 financial professionals. To support them and our diverse clientele, we are continuously developing new solutions and enhancing our digital ecosystem. This includes unifying multiple lines of business onto a single AEM platform and utilizing Salesforce to build stronger customer relationships through micro-conversions. Furthermore, New York Life is dedicated to fostering a diverse, equitable, and inclusive workforce that mirrors the communities we serve. This commitment, combined with our robust financial strength and mutual structure—where policy owners are at the center of everything we do—allows us to make long-term decisions that benefit those we protect. Through these technological and cultural innovations, New York Life is revolutionizing the way individuals and families build and protect their financial futures, ensuring we can keep our promises for generations to come.

Employee benefits

Learn about the employee benefits and perks provided at New York Life Insurance Co.

View benefits

Paid time off for parents and adoptive families

Time off for new parents.

Life Insurance

Income protection benefit.

Long-Term Disability Insurance

Income protection benefit.

Accidental Death and Dismemberment Insurance

Income protection benefit.

View New York Life Insurance Co's employee benefits
Claim this profileNew York Life Insurance Co logoNC

New York Life Insurance Co

View company profile

Similar remote jobs

Here are other jobs you might want to apply for.

View all remote jobs

22 remote jobs at New York Life Insurance Co

Explore the variety of open remote roles at New York Life Insurance Co, offering flexible work options across multiple disciplines and skill levels.

View all jobs at New York Life Insurance Co

Remote companies like New York Life Insurance Co

Find your next opportunity by exploring profiles of companies that are similar to New York Life Insurance Co. Compare culture, benefits, and job openings on Himalayas.

View all companies

Find your dream job

Sign up now and join over 85,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan
New York Life Insurance Co hiring Senior Associate, Internal Consultant • Remote (Work from Home) | Himalayas