Senior Internal Advisor Consultant - Michigan
Job title: Senior Internal Advisor Consultant - Michigan in Michigan at New York Life
Company: New York Life
Job description: Location Designation: Hybrid - 1 day per monthOur New York Life culture has laid the foundation for over 180 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.A Unique Opportunity to Elevate Your CareerNew York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement.About the RoleAs a Michigan In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies.What You'll Do
- 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.
- Must reside in Michigan and be able to travel as needed.
- At least 2 years of experience in asset management sales or as a Financial Advisor (Michigan experience is a plus, but not required).
- FINRA Series 7 & 63 licenses are required.
- Bachelor's degree in Finance, Business, or a related field is preferred.
- Passionate about financial markets, investments, and ongoing learning.
- Curious mindset with strong questioning skills to uncover advisor needs.
- Driven to become a key partner to advisors through knowledge, service, and strategy.
- Skilled in executing sales strategies, tracking results, and adjusting to market trends.
- Proven track record of sales success and strong advisor relationships.
- Able to maintain a dedicated, productive work-from-home environment.
- 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.
- Willing to travel to the NYC home office once per quarter.
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. 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 . 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 page of .Visit our to see how our employees and agents are leading the industry and impacting communities.Visit our to learn more about how our company is constantly evolving to meet our clients' and employees' needs.Job Requisition ID: 91962About NY Life Insurance CompanyDiversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.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 a diverse 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 to see how our employees and agents are leading the industry and impacting communities.Visit our to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Expected salary: $70000 per year
Location: Michigan
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