Internal Wholesaler - Retail Annuities


Date: Jul 30, 2019

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


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


#LI –MM1


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




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