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Life Solutions Consultant
<div><p> </p><p><span style="color: black;"><strong>Location Designation:</strong> Fully Remote </span></p><p> </p><p> </p><p> </p><p><span style=""><strong>Role Overview:</strong></span></p><p><span style="">Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.</span></p><p><span style="">The Life Solutions Consultant (LSC) is responsible for achieving and exceeding the assigned territory and individual General Office’s life sales objectives. deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales.</span></p><p> </p><p><span style="">** The ideal candidate location is in Northern California and Reno. This position primarily supports the following General Offices (GO's):</span></p><p><span style="">San Francisco, East Bay, Greater San Jose, Northern California, and Reno.</span></p><p> </p><p><span style=""><strong>What You'll Do:</strong></span></p><ul><li style=""><span style="">Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships</span></li><li style=""><span style="">Develop a strong command of New York Life’s life insurance products and sales processes</span></li><li style=""><span style="">Provide case development and design support</span></li><li style=""><span style="">Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of life products</span></li><li style=""><span style="">Deliver sales presentations to both agents and clients</span></li><li style=""><span style="">Provide sales support and product information through individual face-to-face meetings as well as large group sessions</span></li><li style=""><span style="">Proactively work with management</span></li></ul><p> </p><p><span style=""><strong>What You'll Bring:</strong></span></p><ul><li style=""><span style="">Bachelor's Degree preferred and/or equivalent experience</span></li><li style=""><span style="">Motivated and energetic individual with the ability to drive objectives relatively autonomously</span></li><li style=""><span style="">Approximately 5 years of wholesaling experience in Life products</span></li><li style=""><span style="">A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products</span></li><li style=""><span style="">Industry recognized designations such as CLU, CHFC, CFP are highly desirable</span></li><li style=""><span style="">Excellent communication skills are essential</span></li><li style=""><span style="">Ability to build and maintain strong business relationships</span></li><li style=""><span style="">Life license, Series 6 or Series 7 and Series 63 registrations</span></li><li style=""><span style="">Understanding of Advanced Markets, a plus</span></li><li style=""><span style="">Frequent travel is required, typically 50%; potentially up to 100% of the time</span></li></ul><p> </p><p><span style="color: black;"><strong>Pay Transparency</strong></span></p><p><span style="color: black;">Salary Range: 90,000 - 105,000 </span></p><p><span style="color: black;">Overtime eligible: Exempt </span></p><p><span style="color: black;">Discretionary bonus eligible: No </span></p><p><span style="color: black;">Sales bonus eligible: Yes </span></p><p style="margin-bottom:11.0px"><span style="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><p> </p><p><span style="color: black;"><strong><u>Please note</u>: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.</strong></span></p><div><p> </p><p><span style="color: black;"><strong><span style="">Company Overview </span></strong></span></p></div><div><p><span style="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="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="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="color: black;"><strong>Our Benefits</strong></span></p><p><span style="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.<strong> </strong><a style="color:black" href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524 HR Talent Acquisition Employee Benefits PDF_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" 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="color: black;"><strong>Our Commitment to Inclusion</strong></span></p><p><span style="color: black;">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" 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="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" 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" href="https://www.newyorklife.com/about/careers/">Careers</a> page of <a style="color:black;text-decoration:underline" href="http://www.NewYorkLife.com">www.NewYorkLife.com</a><span class="MsoHyperlink"><u style="text-decoration:underline">.</u></span></span></p><p><span style="color: black;">Visit our <a style="color:black;text-decoration:underline" 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="color: black;">Visit our <a style="color:black;text-decoration:underline" 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><span style="color: black;">Job Requisition ID: 93898</span></p><p> </p></div>