Inbound Sales Representative #83279


Date: Mar 27, 2021

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.



Job Function and Key Responsibilities:


  • Achieve daily phone metrics
  • Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
  • Generate hypothetical/proposals for advisors for the suite of NYL Annuity products
  • Provide quality leads to internal and external wholesalers to achieve accelerated growth of Annuity sales
  • Articulate annuity products and objectives, discuss financial and portfolio strategies
  • Act as a true steward of the CRM System, entering copious notes that are current, concise and helpful to all team members


Required Qualifications:


  • Fluid communication, problem solving and relationship-development skills
  • Excellent presentation and organizational skills
  • State Insurance License(s) for resident state within 30 days of hire
  • FINRA Series 6 or 7 and 63/65 or 66 licenses need to obtain licenses
  • Ability to work independently in a fast paced environment
  • Bachelor’s degree is required – specifically Finance/Business major preferred





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


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 our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 83279



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