Senior Associate, External Investment Wholesaler

Location Designation: Fully Remote 

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.

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 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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the Northeast Zone.

Role Overview

• Promote investment products (i.e., Income Annuities, Variable Annuities, Fixed Annuities, and Mutual Funds) sales through New York Life career agency in specific General Offices (GO).

• Provide necessary 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 Zone Regional Manager (RM) to strategize and drive sales-related strategies and tactics for investment products. Proactively working 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.

• Work with agents to implement sales strategies and tactics through education, training and support. Provide development through individual, group and field-based instruction.

• Perform planning and administrative tasks.

• Act as liaison between agents, managers, home office staff and the Zone team.

• Work with Internal Wholesalers to drive production.

• Provide written reports on a regular basis of field activity.

• Manage travel and entertainment expenses within budget.

• Manage or coordinate special sales projects.

• Participate in quarterly meetings.

• Perform other duties as assigned.

• Minimum 70% travel.

Qualifications

• Bachelor’s Degree or equivalent experience required years of related work experience in the insurance field.

• Track record of continued sales success.

​​​​​​​• Approximately 3 years of investment wholesaling experience.

• Current Series 6, 63, and Life and Health Insurance License required.

• Detailed understanding of the insurance industry and market, our products and those of our competitors highly desired.

• Strong communication and professional presentation skills.

• Ability to effectively convey our priorities and creatively wholesale our products.

• Takes initiative and good problem solver.

• Sound decision maker.

• Bilingual/Multilingual is a plus (Spanish and/or other languages).

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Salary range: $80,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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 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 www.NewYorkLife.com.

Job Requisition ID: 90198