<div><p> </p><p><span style="color: black;"><strong>Location Designation:</strong> Fully Remote </span></p><p> </p><p><span style="color: black;"><strong>Alternate locations:</strong> Hattiesburg, MS (Mississippi); Baton Rouge, LA (Louisiana); Lafayette, LA (Louisiana); Lake Charles, LA (Louisiana); Mandeville, LA (Louisiana); Meridian, MS (Mississippi); Monroe, LA (Louisiana); New Orleans, LA (Louisiana); Ridgeland, MS (Mississippi); Shreveport, LA (Louisiana); Tupelo, MS (Mississippi)</span></p><p> </p><p> </p><p style="margin: 0in;"><span style="">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.</span></p><p style="margin: 0in;"> </p><p style="margin: 0in;"><span style="">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.</span></p><p style="margin: 0in;"> </p><p style="margin: 0in;"><span style="">More powerful, together , we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.</span></p><p style="margin: 0in 0in 8pt; line-height: 115%;"> </p><p style="margin: 0in 0in 8pt; line-height: 115%;"><span style="">New 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.</span></p><p style="margin: 0in 0in 8pt; line-height: 115%;"> </p><p style="margin: 0in 0in 8pt; line-height: 115%;"><span style=""><strong>About the Role</strong></span></p><p style="margin: 0in 0in 8pt; line-height: 115%;"><span style="">As a 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.</span></p><p style="margin: 0in 0in 8pt; line-height: 115%;"> </p><p style="margin: 0in 0in 8pt; line-height: 115%;"><span style=""><strong>What You’ll Do:</strong></span></p><ul style="margin-top: 0.0in; margin-bottom: 0.0in;" type="disc"><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">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</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">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</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Uphold a structured, distraction-free work environment at home, ensuring high productivity</span></li></ul><p style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"> </p><p style="margin: 0in 0in 8pt; line-height: 115%;"><span style=""> <strong>What You’ll Bring: </strong></span></p><ul style="margin-top: 0.0in; margin-bottom: 0.0in;" type="disc"><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Must reside in either Louisiana or Southern Mississippi and be able to travel as needed</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">At least 2 years of experience in asset management sales or as a Financial Advisor </span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">FINRA Series 7 & 63 licenses are required</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Bachelor’s degree in Finance, Business, or a related field is preferred</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Passionate about financial markets, investments, and ongoing learning</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Curious mindset with strong questioning skills to uncover advisor needs</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Driven to become a key partner to advisors through knowledge, service, and strategy</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Skilled in executing sales strategies, tracking results, and adjusting to market trends</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Proven track record of sales success and strong advisor relationships</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Able to maintain a dedicated, productive work-from-home environment</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Strong presentation, communication, and relationship-building skills</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Self-starter who works well independently and with an External Wholesaler</span></li><li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"><span style="">Willing to travel to the NYC home office at most two times per year</span></li></ul><p style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%;"> </p><p> </p><p><span style="background-color: white; color: black;"><strong>Pay Transparency</strong></span></p><p><span style="background-color: white; color: black;">Salary Range: $70,000 + Sales Incentives </span></p><p><span style="background-color: white; color: black;">Overtime eligible: Exempt </span></p><p><span style="background-color: white; color: black;">Discretionary bonus eligible: No </span></p><p><span style="background-color: white; color: black;">Sales bonus eligible: Yes </span></p><p><span style="background-color: white; color: black;">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.</span></p><div><p> </p><p><span style="background-color: white; color: black;"><strong><span style="">Company Overview </span></strong></span></p></div><div><p><span style="background-color: white; color: black;">At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. </span></p></div><div><p><span style="background-color: white; color: black;">Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. </span></p></div><div><p><span style="background-color: white; color: black;">As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. </span></p></div><p> </p><p><span style="background-color: white; color: black;"><strong>Our Benefits</strong></span></p><p><span style="background-color: white; color: black;">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.<a style="background-color:white;color:black" href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_NYL_FINAL.pdf"><strong> </strong></a><a style="background-color:white;color:black" href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_NYL_FINAL.pdf"><span class="MsoHyperlink"><u style="text-decoration:underline">Click here</u></span></a><strong> </strong>to discover more about our comprehensive benefit options or visit our <a style="color:black;text-decoration:underline;background-color:white" href="https://nylbenefits.com/">NYL Benefits Site</a><span class="MsoHyperlink"><u style="text-decoration:underline">.</u></span><strong> </strong></span></p><p> </p><p><span style="background-color: white; color: black;"><strong>Our Commitment to Inclusion</strong><br>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. <a style="color:black;text-decoration:underline;background-color:white" href="https://www.newyorklife.com/newsroom/featured-awards">Click here</a> to learn more about New York Life’s leadership in this space.</span></p><p><span style="background-color: white; color: black;">Recognized as one of <em>Fortune’s</em> 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 <a style="color:black;text-decoration:underline;background-color:white" href="http://www.newyorklife.com/foundation">Foundation</a>. 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 <a style="color:black;text-decoration:underline;background-color:white" href="https://www.newyorklife.com/about/careers/">Careers</a> page of <a style="color:black;text-decoration:underline;background-color:white" href="http://www.NewYorkLife.com">www.NewYorkLife.com</a><span class="MsoHyperlink"><u style="text-decoration:underline">.</u></span></span></p><p style="margin-bottom:12.0px"><span style="background-color: white; color: black;">Visit our <a style="color:black;text-decoration:underline;background-color:white" href="https://www.linkedin.com/company/newyorklife/mycompany/">LinkedIn</a> to see how our employees and agents are leading the industry and impacting communities.</span></p><p><span style="background-color: white; color: black;">Visit our <a style="color:black;text-decoration:underline;background-color:white" href="https://www.newyorklife.com/newsroom">Newsroom</a> to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.</span></p><p style="margin-bottom:12.0px"><span style="background-color: white; color: black;"> </span></p><p style="margin-bottom:12.0px"><span style="background-color: white;">Job Requisition ID: 93683</span></p></div>