External Wholesaler - Annuities


Date: Sep 20, 2018

Location: New York, NY, US

Company: New York Life Insurance Co

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds



Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories.


Multiple locations available.


Primary Responsibilities 

  • Generate sales
  • Develop a business plan to maximize market share, assets and profitability for assigned territory.
  • Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors.
  • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
  • Work to develop sales of Immediate Annuities, Deferred Annuities and Variable annuities in an existing territory.
  • Work closely and communicate effectively with Sales Management.
  • Drive a full schedule of appointments
  • Utilization of our contact management system for activity.
  • Manage travel and expense budget to assigned amount.



  • 5+ years of related sales and industry experience
  • College Degree Preferred
  • FINRA 7, 66, (65 &63), State Life Insurance license 
  • Requires in-depth knowledge and experience
  • Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures







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