Location Designation: Hybrid - 1 day per quarter 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Annuity New Business Representative – New Business Processing

Location: Hybrid – onsite one day a quarter in either of our Service Centers in Dallas, TX or Cleveland, OH

Schedule: Full-time | Monday–Friday | 9:30 – 6:00 cst.

Be a Voice of Confidence for Our Agents and Clients

Are you personable, customer-service oriented, and driven to help people protect their financial futures? At New York Life, we’re seeking Annuity New Business Representatives who are passionate about delivering best-in-class service.

This is an opportunity to join a mission-driven company that values service excellence, professionalism, and long-term impact. As part of our Annuity New Business team, you will play a vital role in supporting agents and ensuring smooth processing of annuity applications—from handling submissions and payments to responding to inquiries.

What You’ll Do:

• Execute routine administrative tasks including reviewing correspondence, processing initial fund requests, and conducting follow-up via calls and emails.
• Validate completeness and accuracy of submissions, analyze and correct errors, request missing documentation, and route materials as needed.
• Process initial premium payments and related accounting adjustments to new annuity policies.
• Establish high-quality customer relationships by providing accurate, timely, and helpful responses to inquiries.
• Respond to calls and conduct research on agent inquiries requiring further follow-up.
• Maintain working knowledge of administrative systems, annuity products, and onboarding procedures.
• Provide backup phone support for the Annuity New Business Call Center.
• Handle special assignments as directed by management.

What You’ll Bring:

We’re looking for efficient, accountable professionals who thrive in a fast-paced environment and deliver with precision and care.

Required Skills

• Detail-oriented, well-organized, with computer proficiency expectations
• Excellent data entry, communication, and customer service skills
• Excellent time management while focusing on time sensitive task 

Preferred Skills

• Bachelor’s degree or equivalent work experience
• 2–5 years of experience in customer service
• Knowledge of insurance/investment industry preferred
• Experience managing high-volume task under strict deadlines 

Training & Development:

You’ll receive comprehensive training and ongoing coaching that covers:

• NYL annuity products and administrative systems
• Onboarding procedures and submission standards
• Customer service etiquette and phone skills

Compensation & Schedule:

• Competitive base salary
• Eligible for overtime and performance-based bonuses
• Full-time hours, Monday–Friday

Benefits:

• Paid vacation & holidays
• Medical, dental, and vision coverage
• 401(k) match + pension plan
• Tuition assistance & flexible spending accounts

Career Path & Growth:

Your role opens doors to future opportunities in:

• Operations Management
• Quality Assurance
• Training & Onboarding
• Business Process Improvement

Start a meaningful career where your attention to detail supports peace of mind for our clients and agents.

Apply today and join a company that’s been keeping good going for over 180 years.

Pay Transparency

Salary Range: $30,000-$50,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

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

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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 the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

​Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 92048