Provide cross-territory sales support to financial advisors and advisor consultants by handling consultative calls, scheduling meetings, onboarding support, campaign and event coordination, producing sales materials and analyses, managing inbound requests (including at conferences), and assisting pre-meeting prep to drive advisor engagement and sales effectiveness.
Location Designation: Hybrid - 3 days per week
About New York Life Investment Management
With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm's global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.
Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.
More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
Role Overview:
The Sales Support Specialist is an individual who serves as a flexible resource across multiple territories while acting as a connector between the sales field and other departments. This role blends sales support and cross-functional collaboration to drive business growth and team effectiveness.
Core Responsibilities:
Advisor Consultant Support:
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
• Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
• Coordinate and schedule in person and virtual meetings with financial advisors on behalf of Regional Advisor Consultants.
• Be on-demand support for ACs, RACs and AACs across various territories during transitions, vacancies, onboarding, or campaign surges Handle inbound line
• Support onboarding and integration of new team members by stepping into partnership roles during their ramp-up period
• Campaign and Event coordinator; flash call organizers, handling lunch and dinner reservations, and crafting invites to events
• Printing materials; sending updated printing materials to sales field like data pack hit lists
• Running comparison analysis and hypotheticals
• Taking notes on calls
• Assisting in pre meeting prep for sales field
• Handling inbound line and incoming requests during conferences like NSM
Ideal Candidate Profile:
• Strong sales, leadership, and communication skills
• Proven ability to lead peers, collaborate cross-functionally, and think strategically
• Skilled in CRM platforms, sales reporting, email communication, and advisor engagement
• Confident managing multiple priorities and shifting between tactical execution and strategic contribution
• FINRA licensed (Series 7/63 or equivalent)
Job Level: LEVELPF2
Pay Transparency
Salary Range: $65,000 + sales incentives
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
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.
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: 94571
#BI-Hybrid
About New York Life Investment Management
With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm's global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.
Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.
More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
Role Overview:
The Sales Support Specialist is an individual who serves as a flexible resource across multiple territories while acting as a connector between the sales field and other departments. This role blends sales support and cross-functional collaboration to drive business growth and team effectiveness.
Core Responsibilities:
Advisor Consultant Support:
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
• Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
• Coordinate and schedule in person and virtual meetings with financial advisors on behalf of Regional Advisor Consultants.
• Be on-demand support for ACs, RACs and AACs across various territories during transitions, vacancies, onboarding, or campaign surges Handle inbound line
• Support onboarding and integration of new team members by stepping into partnership roles during their ramp-up period
• Campaign and Event coordinator; flash call organizers, handling lunch and dinner reservations, and crafting invites to events
• Printing materials; sending updated printing materials to sales field like data pack hit lists
• Running comparison analysis and hypotheticals
• Taking notes on calls
• Assisting in pre meeting prep for sales field
• Handling inbound line and incoming requests during conferences like NSM
Ideal Candidate Profile:
• Strong sales, leadership, and communication skills
• Proven ability to lead peers, collaborate cross-functionally, and think strategically
• Skilled in CRM platforms, sales reporting, email communication, and advisor engagement
• Confident managing multiple priorities and shifting between tactical execution and strategic contribution
• FINRA licensed (Series 7/63 or equivalent)
Job Level: LEVELPF2
Pay Transparency
Salary Range: $65,000 + sales incentives
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
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.
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: 94571
#BI-Hybrid
New York Life Insurance Company New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Insurance Company Jersey City, New Jersey, USA Office
New York Life Insurance Company Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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