As an integral part of the team and the sales distribution efforts of NYL Investments, the Institutional Sales Associate (ISA) is responsible for working with Institutional Relationship Managers (IRMs) in creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory, to meet sales goals. The ISA must understand and demonstrate a passion for sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills.
The position will require excellent organizational and follow-up skills, and the ability to prioritize, as well as execute on multiple tasks. Most critically, the ISA must demonstrate poise, professional presence, excellent presentation abilities, and have a high degree of enthusiasm for building relationships as well as a competitive drive to succeed are essential. Resilience and a willingness to go above and beyond are also crucial for this role.
What You'll Do:
- Manage territory with IRMs to meet or exceed quantitative and qualitative goals.
- Develop and cultivate relationships with prospective investors through the use of both traditional mediums (i.e., calls/in person visits) as well as digital tools and innovative content sharing and engagement strategies.
- Collaborate with IRMs to develop and execute sales plans.
- Articulate key features and benefits of core investment strategies while maintaining a sound global capital markets knowledge.
- Perform daily territory management tasks to ensure maximum business efficiency, i.e., update and maintain CRM system.
- Partner with individual boutiques in generating proposals, RFP responses and/or other information packages to support the introduction and sale of new strategies to existing or new prospective institutional investors.
- Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.
What You'll Bring:
- Bachelor's degree required - Finance/Business major
- FINRA Series 7 and 63 licenses required
- Previous experience and/or involvement with the institutional sales process, engagement with senior institutional allocators and investment consultants.
- Strong understanding of the financial and capital markets.
- Ability to build and expand relationships with a targeted list of prospects and clients.
- Excellent relationship management and communication skills.
- Strong presentation and organizational skills.
- Proven ability to maintain a high volume of proactive outbound sales activity.
- Quarterly travel within the territory and to partner conferences.
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Pay Transparency
Salary Range: $85,000 - $115,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto 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. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. 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. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92804
Top Skills
What the Team is Saying
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation.
As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures.
Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services.
Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways.
With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving.
We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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New York Life Insurance Company Offices
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Employees engage in a combination of remote and on-site work.
