Internal Advisor Consultant

Manage territory with external partner to meet or exceed goals. Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals. Develop and execute sales plan strategies with members of both external & internal sales teams Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge. Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts Develop asset allocation strategies based on client objectives and risk tolerances. Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system. Generate hypothetical/proposals, for advisors for MainStay Mutual Funds, ETF’s and SMA accounts. Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.

According to JobzMall, the average salary range for a Internal Advisor Consultant in Equitable Life Building, 120 Broadway, New York, NY 10271, USA is between $80,000 and $150,000. This figure is dependent on various factors such as experience, qualifications, and the size of the company.

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.