Senior Associate, External Wholesaler (Retail Annuities)


Date: May 6, 2022

Location: Remote, 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.



Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories.


Role will cover Washington, Oregon, Idaho, Montana, Wyoming and Alaska.



Primary Responsibilities:

• Work to develop sales of Immediate Annuities, Deferred Annuities and Variable annuities in an existing territory

• Generate sales

• Develop a business plan to maximize market share, assets and profitability for assigned territory

• Present New York Life products and services to financial advisors knowledgeably and effectively so

that they can clearly identify the benefits of the products relative to its competitors

• Provide advisors technical information, including a strong knowledge of the competitive landscape,

financial markets and industry related topics

• Work closely and inform effectively with Sales Management

• Drive a full schedule of appointments

• Utilization of our contact management system for activity

• Manage travel and expense budget to assigned amount

• This role will cover the following territories:  Washington, Oregon, Idaho, Montana, Wyoming and Alaska



• 5+ years of related sales and industry experience

• College Degree Preferred

• FINRA 7, 66, (65 &63), State Life Insurance license

• Requires in-depth knowledge and experience

• Understands key business drivers; uses knowledge of best practices and the competition to improve

processes and procedures

• Experience with Salesforce and Concur strongly preferred


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


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: 85652



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