Internal Wholesaler, Retail Annuities


Date: May 3, 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:

  • 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



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: 83540




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