Senior Associate, External Wholesaler (Retail Annuities)


Date: Jun 23, 2022

Location: Remote, WI, US

Company: New York Life Insurance Co



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.


External Wholesaler - Annuities  (MN,WI,ND,SD)


Role will cover Minnesota, Wisconsin, North Dakota, South Dakota


Primary Responsibilities

  • Work to develop sales of Immediate Annuities, Fixed Deferred Annuities and Variable Annuities in existing territory
  • Generate sales in bank, wire, and independent channels
  • Develop a business plan to maximize market share, assets and profitability for assigned territory
  • Present New York Life products and services to financial advisors effectively so they can clearly identify the benefits of the products relative to competitors.
  • Provide advisors technical information, including strong knowledge of competitive landscape, financial markets and industry related topics.
  • Work closely and communicate effectively with Sales Management.
  • Drive a full schedule of appointments
  • Utilize Salesforce for contact management and activity.
  • Manage travel and expense budget to assigned amount
  • This role will cover Minnesota, Wisconsin, North Dakota, South Dakota





  • 5+ years of related sales and industry experience
  • College Degree Preferred
  • FINRA series 7,66, (65 & 63), State Life Insurance License
  • Requires in depth knowledge and experience
  • Understanding key business drivers
  • Experience with Salesforce and Concur strongly preferred.


Please Note: This role requires FINRA licensed and/or FINRA Associated pre-hire finger printing


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. 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: 86955




Nearest Major Market: Eau Claire

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