Senior Associate, External Wholesaler (NC and SC)

Location Designation: Hybrid - 1 day per quarter 

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.

Be part of a dynamic team at Retail Annuities, pioneering innovative solutions to help people build better retirements. Develop and market diverse annuity products that empower individuals across multiple distribution channels. By contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, you'll directly impact the lives of clients and fuel the company's growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives. 

Role Overview:

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

This role will be responsible for sales activities in the North Carolina and South Carolina territories.  

What You'll Do:

• Work to develop sales of Immediate, Fixed Deferred, Indexed 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 communicate effectively with Sales Management

• Drive a full schedule of appointments

• Utilization of our contact management system (Salesforce) for activity

• Manage travel and expense budget to assigned amount

• This role will cover the following territories:  North and South Carolina

What You'll Bring:

• 5+ years of related sales and industry experience; must have experience in GA, NC and SC with previous annuity sales

• Bachelor's degree preferred

• FINRA 7, 63 and 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.

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Pay Transparency

Salary Range:  $90,000 - $95,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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.

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Job Requisition ID: 90619