Sales Support Specialist/Customer Services

Hybrid - 3 days per week
About New York Life Investment Management
With over $800 billion in assets under management, NYLIM is a
Pensions & Investments
' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.

Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. The Sales Support Specialist is an individual who serves as a flexible resource across multiple territories while acting as a connector between the sales field and other departments. This role blends sales support and cross-functional collaboration to drive business growth and team effectiveness.

Advisor Consultant Support

· Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
· Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
· Coordinate and schedule in person and virtual meetings with financial advisors on behalf of Regional Advisor Consultants.
· Be on-demand support for ACs, RACs and AACs across various territories during transitions, vacancies, onboarding, or campaign surges Handle inbound line
· Support onboarding and integration of new team members by stepping into partnership roles during their ramp-up period
· Printing materials; sending updated printing materials to sales field like data pack hit lists
· Running comparison analysis and hypotheticals
· Assisting in pre meeting prep for sales field
· Strong sales, leadership, and communication skills
· Skilled in CRM platforms, sales reporting, email communication, and advisor engagement
· Confident managing multiple priorities and shifting between tactical execution and strategic contribution
· Salary Range: $65,000 + sales incentives
Overtime eligible: Discretionary bonus eligible: Sales bonus eligible: Additionally, employees are eligible for an annual discretionary bonus.

Click here to discover more about our comprehensive benefit options or visit our
NYL Benefits Site
. Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. 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.

Recognized as one of
Fortune’s
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
Foundation
. We're proud that due to our mutuality, we operate in the best interests of our policy owners.