Internal Wholesaler


Date: Jan 9, 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 Foundation. It 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


Role Overview:

We are looking for an entrepreneurially minded Internal Wholesaler to join our team.  This is a key position in the Retail Life, TPD Sales Support unit which serves the high net worth retail markets at New York Life. The applicant will spend the majority of their time partnering with and supporting the External Wholesalers (AKA Field Directors) whose principal goals are to drive sales and develop new distribution for the TPD market.  This role requires specialized in-depth life insurance expertise, preferably in the upscale wealth transfer brokerage space.

A highly successfully and well qualified Internal Wholesaler could develop a career path to a role with increased responsibility, management or field director role.


Key Responsibilities:

  • Partner with Regional Field Director by bringing entrepreneurial and innovative ideas to help grow the territory
  • Become a specialist in New York Life products, illustration system, procedures, processes as well as our key competitor’s products
  • Function as direct point of contact for key BGA’s and producers to provide pre-sale case design illustrations, product information, sales concepts, and marketing campaigns
  • Establish credibility and build rapport by providing best in class service   
  • Maintain a working knowledge of pending priority cases and be able to help close those cases as necessary
  • Handle escalated and sensitive matters including complaints and exception requests to ensure that they are resolved quickly and by the appropriate resource. Navigate stakeholder relationships and expectations
  • Provide technical guidance, information, and procedural advice to a variety of complex customer service issues that require knowledge of financial products and transactions
  • Foster existing relationships and establish new ones with consistent follow-up, proactive sales calls to strengthen relationships and find selling opportunities
  • Coordinate and lead onboarding training for new BGA’s and producers by introducing them to NYL’s processes and requirements
  • Partner with the Licensing and Contracting team to ensure that contracting, state appointments and internal relationships are in place prior to the submission of applications


  • Bachelor's degree or equivalent work experience
  • Professional designation such as CLU and/or ChFC certification preferred
  • Series 6 & 63 or be willing to acquire within 6 months of hire
  • Resident state life license or be willing to acquire within 6 months of hire
  • Expert knowledge of Life Insurance (WL, Term, UL, VUL); minimum of 10 years of experience
  • Experience conducting point of sale life insurance preferred
  • Must be able to manage a large territory
  • Work with drive and passion and encourage others to do the same
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Strong verbal communication skills to educate and influence sales
  • Must have strong relationship building skills
  • Must have the ability to work independently and in a team environment
  • Detail-oriented, well organized and self-starter with high energy and creativity is essential
  • Minimal travel required





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Job Requisition ID: 83017 

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