Inbound Sales Role, Retail Annuities


Date: Jul 20, 2022

Location: New York, NY, US

Company: New York Life Insurance Co



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.


Inbound Role


Job Function and Key Responsibilities:

  • Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
  • Achieve daily phone metrics
  • 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
  • Inbound Sales Role, Retail Annuities Act as a true steward of the CRM System’ Salesforce, 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 and are required for the role
  • Ability to work independently in a fast paced environment
  • Bachelor’s degree is required – specifically Finance/Business major preferred


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. 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: 86932




Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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