Senior Associate, Virtual Individual Disability Wholesaler


Date: Sep 28, 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.



New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.   


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.




This position will promote Individual disability product sales through New York Life career agency in specific General Offices (GO). Position will leverage technology for a “virtual” based role.


  • Provide necessary IDI training, assistance, and sales support to agents and General Office Management within assigned territory
  • Responsible for achieving and exceeding the assigned territory and individual General Office sales objectives by:
  • Proactively working with the Sales Managers and agents to strategize and drive sales-related strategies and tactics for relevant products. Includes regular interaction and coordination across teams to ensure alignment on messaging and execution.
  • Collaborate with business partners to ensure success and feedback.
  • Working remotely through phone calls and web-based communication tools, proactively work with Managing Partners (MP) and General Office (GO) management team to strategize and implement sales-related strategies and tactics. This includes delivering product sales training to GO management staff through group and individual development exercises.
  • Working remotely through phone calls and web-based communication tools, work with agents to implement sales strategies and tactics through education, training and support. Provide development through virtual individual, group and field-based instruction. Place outbound phone calls to agents as necessary to drive sales and provide support on cases.
  • Perform planning and administrative tasks.
  • Act as liaison between agents, managers, home office staff and the Zone team.
  • As this job is considered “virtual”, travel will be limited to 1-2 per quarter or as given travel budget allows for and/or requires.
  • Work with Internal Disability Wholesalers and business team to drive production.
  • Provide reports on a regular basis of field activity; leverage CRM tool to track activity.
  • Manage expenses within a small budget, largely for occasional travel as necessary.
  • Manage or coordinate special sales projects.
  • Participate in quarterly meetings.
  • Perform other duties as assigned.



  • Bachelor’s degree preferred
  • Minimum of 5-10 years of relevant experience
  • Life and Health Insurance License required (or obtain within 90 days from date of hire)
  • Series 6 and Series 63 preferred
  • Insurance industry designations (i.e. CLU, ChFC, CLTC, DIA, DIF, etc.) strongly preferred
  • Ability to effectively convey our priorities and creatively wholesale our products
  • Detailed understanding of the insurance industry and market, New York Life products and those of our competitors highly desired
  • Ability to create relationships with agents, field managers and business partners


Please note: During calendar year 2021, employees of CGI can be considered for open positions within CGI only. Applications from CGI employees for open positions within other New York Life businesses are unable to be considered.


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


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: 83351



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