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Investment Solutions Consultant

New York Life - Jimenez Team
Remote - USPosted 1 weeks ago
remote

Job Description

  • Bachelor's Degree preferred and/or equivalent experience
  • Motivated and energetic individual with the ability to drive objectives relatively autonomously
  • Approximately 5 years of wholesaling experience in annuity/investment products
  • A broad and comprehensive knowledge of the annuity business, an understanding of the sales process and the dynamics of selling annuity/mutual fund products
  • Industry recognized designations such as RICP, CHFC, CFP are highly desirable
  • Excellent communication skills are essential
  • Ability to build and maintain strong business relationships
  • Life license, Series 6 or Series 7 and Series 63 registrations
  • Understanding of Advanced Markets, a plus
  • Frequent travel is required, potentially up to 100% of the time
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    About New York Life - Jimenez Team