New York Life Insurance
ETF Business Development Regional Advisor Consultant - West Region
New York Life Insurance, Myrtle Point, Oregon, United States, 97458
Employer Industry: Financial Services
Why consider this job opportunity:
Base salary of $75,000 with additional sales incentives
Opportunity for career advancement and growth within the organization
Comprehensive benefits package, including leave programs, adoption assistance, and student loan repayment programs
Supportive and collaborative work environment emphasizing innovation and inclusion
Chance to work autonomously in a fast-paced, entrepreneurial sales environment
Extensive travel opportunities, covering the Mid-West and West states
What to Expect (Job Responsibilities):
Develop and execute a territory-level ETF growth strategy focused on strategic growth advisor segments, including RIAs and independent advisors Generate new ETF business through proactive outreach, meetings, webinars, and advisor events Engage with untapped advisor relationships and deliver tailored ETF solutions Provide ETF-specific technical insights to support advisor adoption and drive sales Collaborate with internal teams to align outreach efforts and support ETF product launches What is Required (Qualifications):
Active FINRA Series 7 and 63 licenses (required); Series 65/66 preferred Bachelor’s degree in Finance, Business, Economics, or related field (preferred) 3+ years of investment sales experience with demonstrated ETF sales and product expertise Proven success in business development within the RIA and independent channels Strong presentation, negotiation, and consultative selling skills How to Stand Out (Preferred Qualifications):
Experience launching new territories or building relationships from the ground up Deep understanding of the ETF ecosystem and financial advisor practice management Entrepreneurial mindset with high energy and self-motivation Proven ability to meet/exceed sales targets Willingness to travel extensively (50%+ within territory) We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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Develop and execute a territory-level ETF growth strategy focused on strategic growth advisor segments, including RIAs and independent advisors Generate new ETF business through proactive outreach, meetings, webinars, and advisor events Engage with untapped advisor relationships and deliver tailored ETF solutions Provide ETF-specific technical insights to support advisor adoption and drive sales Collaborate with internal teams to align outreach efforts and support ETF product launches What is Required (Qualifications):
Active FINRA Series 7 and 63 licenses (required); Series 65/66 preferred Bachelor’s degree in Finance, Business, Economics, or related field (preferred) 3+ years of investment sales experience with demonstrated ETF sales and product expertise Proven success in business development within the RIA and independent channels Strong presentation, negotiation, and consultative selling skills How to Stand Out (Preferred Qualifications):
Experience launching new territories or building relationships from the ground up Deep understanding of the ETF ecosystem and financial advisor practice management Entrepreneurial mindset with high energy and self-motivation Proven ability to meet/exceed sales targets Willingness to travel extensively (50%+ within territory) We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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