6 jobs found

Job Requisition ID: 94484    Location Designation:  Fully Remote      Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. Role Overview The Senior Associate, IDI Wholesaler is responsible for driving Individual Disability Insurance (IDI) sales within an assigned territory by partnering with New York Life General Offices, Managing Partners, Sales Managers and agents. This role serves as a trusted sales consultant, delivering product expertise, field training and strategic sales support to increase production and achieve...

Position Information Hiring Manager: Director Department: Private Wealth Americas Department Overview The Private Wealth Americas (“PWA”) Team is a component of the Investor Partners Group (“IPG”) that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client service initiatives in line with the Firm’s objectives. Position Responsibilities The candidate will work closely with PWA’s external sales team to support the distribution of Golub Capital’s...

Job Description: Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the NY Metro Territory – Brooklyn/Bronx/Westchester.  As a Field Wholesaler you'll sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory.  Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region via face-to-face and virtual sales visits. You'll also introduce new products through established and new broker/dealer partners. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.   The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and...

Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Private Wealth Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives. Brookfield Culture Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our...

Job Requisition ID: 94477    Location Designation:  Fully Remote      Business Unit Overview 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. Role Overview In a highly competitive and energetic sales environment , you will work directly with New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is...