Associate, Internal Wholesaler - Retail Annuities

Location Designation: Hybrid - 3 days per week 

Job Function and Key Responsibilities:

Manage territory with external partner 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

Required Qualifications:
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 relationship and communication with external partner for strategic planning
Excellent presentation and organizational skills
State Insurance License(s) for resident state within 60 days of hire
FINRA Series 6 or 7 and 63 licenses required. Ability to work independently in a fast-paced environment
Bachelor’s degree is required – specifically Finance/Business major preferred

Pay Transparency

Salary Range: $64,000 - $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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Job Requisition ID: 93445