Investment Solutions Consultant

Location Designation: Fully Remote Role Overview: Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. The Investment Solutions Consultant (ISC) is responsible for achieving and exceeding the assigned territory and individual General Office’s investment sales objectives. ISCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive investment sales. ** This position primarily covers offices in California and NV, and will support the following General Offices (GO's): San Francisco, East Bay, Northern CA, and Reno. The ideal candidate location should be in one of these areas. ** What You'll Do: Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships Develop a strong command of New York Life’s investment products (annuities/mutual funds) and sales processes Provide case development and design support Introduce new product enhancements to field management and agents with particular emphasis on individual needs, markets, and tax issues of investment products Deliver sales presentations to both agents and cli