Job Purpose:
- At the core of the MainStay success story is a multi-boutique structure that consists of autonomous institutional asset managers, whose expertise span across multiple asset classes and provide breadth and depth across investment styles and disciplines
Your Responsibilities:
- 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
- Ability to consistently have high volume of proactive phone activity
- 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.
- Quarterly travel within territory and or partner conferences preferred
Skills and Qualifications:
- Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s
- Wholesaling experience preferred
- Build and expand relationships with predetermined opportunistic list of prospects and clients
- Fluid relationship and communication skills
- Excellent presentation and organizational skills
- State Insurance License(s) for resident state within 90 days of hire
- FINRA Series 7 and 63 licenses required. Need to obtain 65/66 license within 90 days of hire/promotion
- Ability to work independently in a fast paced environment
- Bachelor’s degree is required – specifically Finance/Business major preferred.
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