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.

Source: for more information click here.

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