Internal Sales Consultant - Associate #82922


Date: Jan 5, 2021

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our FoundationIt all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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 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
  • 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 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.




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Job Requisition ID: 82922 

Job Segment: Sales Consultant, Social Media, Outside Sales, CRM, Sales, Marketing, Technology