Associate, Internal Wholesaler - Retail Annuities

Location Designation: Hybrid - 3 days per week 

Business Unit Overview

Be part of a dynamic team within Retail Annuities, pioneering innovative solutions to help people build better retirements. Develop and market diverse annuity products that empower individuals and are distributed across multiple channels. Contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, your efforts directly impact clients’ lives and fuel company growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives.

What You’ll Do:  

• Manage territory with external partners to meet or exceed goals.
• Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory.
• Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
• Maintain a deep understanding of all New York Life’s annuity products and competitive landscape.
• Act as the main point of contact on a daily basis for financial advisor clients in the territory.
• Consistently follow-up with all leads, prospects, and producers to advance the sales process and deepen advisor relationships.
• Create and explain hypothetical illustrations and competitive information.
• Provide advisors with updates on annuity products, upcoming conference calls and conferences.

What You’ll Bring:  

• Bachelor’s degree in Finance/Business and/or equivalent experience.
• FINRA Series 6 or 7 and 63 licenses required.
• State Insurance License(s) for resident state within 60 days of hire.
• Ability to work independently in a fast-paced environment.
• Understanding of annuities, the financial/capital markets, and the competitive landscape.
• Wholesaling experience preferred.
• Build and expand relationships with predetermined opportunistic list financial advisors.
• Fluid relationships and communication with external partners for strategic planning.
• Excellent presentation and organizational skills.

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Pay Transparency

Salary Range: $64,000 base + monthly commission and bonuses 

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.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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 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. 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.

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Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 92291