Support a General Office by driving agent retention and production, implementing NYLIC University blended learning and NYL Central training, conducting field observations and development meetings, leading prospecting and sales initiatives, coaching and mentoring agents and partners, and ensuring effective use of the Field Development System to improve sales performance.

Represents investment products including mutual funds, SMAs, ETFs, alternatives, and limited partnerships to financial advisors across an assigned West Coast territory. Develops business plans, grows market share and assets, delivers product and market insights, collaborates with internal sales teams, manages advisor relationships, and meets sales targets. Frequent travel of 50% or more is required.