Senior Associate Investment Solutions Consultant

Role Overview 

Our Agency distribution system is at the heart of New York Life’s mission to help individuals, families, and businesses achieve financial security and peace of mind. As an Investment Solutions Consultant (ISC), you will play a critical role in empowering financial professionals to grow their investment business and deliver comprehensive wealth solutions to their clients. 

Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business growth, and client outcomes across your assigned territory. You will leverage your expertise in investment products, sales strategy, and financial planning concepts to help agents identify opportunities, develop solutions, and navigate complex client needs. 

This role is ideal for a highly motivated sales professional who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices. 

This position primarily supports General Offices located throughout New England and New York. Candidates residing within the territory are strongly preferred. 

What You'll Do 

• Serve as the primary investment sales consultant for agents and field leaders within an assigned territory, helping drive growth and achieve investment sales objectives across annuity and mutual fund solutions. 

• Build and deepen strong relationships with agents, managers, and General Office leadership by providing strategic business development support, practice management insights, and sales coaching. 

• Partner with agents on case development, product positioning, and client strategies to help uncover opportunities and deliver tailored investment solutions that meet client goals. 

• Deliver impactful training programs, workshops, and presentations that enhance product knowledge, improve sales effectiveness, and increase advisor confidence in investment conversations. 

• Act as a subject matter expert on investment products, market trends, retirement planning concepts, and tax-aware strategies, helping agents navigate increasingly complex client needs. 

• Introduce new products, enhancements, and sales ideas to the field, translating technical information into practical solutions that support advisor growth and client engagement. 

• Collaborate closely with General Office management and home office partners to identify opportunities, execute territory plans, and drive measurable business results. 

• Maintain a high level of field presence through individual meetings, client-facing presentations, office visits, and group sessions to strengthen advisor engagement and territory performance. 

What You'll Bring 

Required Skills 

• Bachelor's degree or equivalent combination of education and relevant industry experience. 

• Approximately 5+ years of successful wholesaling, business development, or investment product sales experience within the financial services industry. 

• Strong knowledge of annuities, mutual funds, investment solutions, and the financial advisor sales process. 

• Demonstrated ability to influence, coach, and motivate financial professionals to achieve business growth and client outcomes. 

• Excellent presentation, communication, and relationship-management skills, with the ability to engage audiences ranging from individual advisors to large group settings. 

• Self-motivated and results-oriented professional with the ability to manage a territory independently while collaborating effectively across multiple stakeholders. 

• Active Life Insurance license and applicable FINRA licenses. Series 6 or Series 7 and Series 63 registrations. 

Preferred Skills 

• Industry designations such as CFP®, ChFC®, RICP®, CLU®, or similar advanced financial planning credentials. 

• Experience supporting captive, career-agent, or affiliated distribution channels. 

• Knowledge of Advanced Markets concepts, including retirement, estate, business, and tax-sensitive planning strategies. 

• Proven track record of consistently exceeding sales goals and driving advisor adoption of investment solutions. 

• Experience delivering consultative sales training, practice management coaching, or advisor development programs. 

Why This Role 

This is an opportunity to directly influence the growth of a leading financial services organization while helping financial professionals deliver meaningful outcomes for their clients. You will have the autonomy to manage your territory, the support of a respected brand, and the ability to make a measurable impact on both advisor success and client financial futures. 

Travel Requirements 

Frequent travel throughout the assigned territory is required to support agents, field leadership, and business development activities.