Senior Associate, Life Solutions Consultant - External Wholesaler

Location Designation: Hybrid - 3 days per week 

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.

Business Unit Overview

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Role Overview:

The Life Solutions Consultant (LSC) is responsible for achieving and exceeding the assigned territory and individual General Office’s life sales objectives. LSCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales. 

** This position primarily covers the Greater San Jose and Southwest (Vegas & Arizona) areas, and will support the following General Offices (GO's):

- San Jose GO

- Santa Clara GO

- Vegas GO

- Arizona GO

The ideal candidate location should be in one of these areas. **

What You'll Do:

• Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships
• Develop a strong command of New York Life’s life insurance products and sales processes
• Provide case development and design support
• Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of life products
• Deliver sales presentations to both agents and clients
• Provide sales support and product information through individual face-to-face meetings as well as large group sessions
• Proactively work with management

What You'll Bring:

• Bachelor's Degree preferred and/or equivalent experience
• Motivated and energetic individual with the ability to drive objectives relatively autonomously
• Approximately 5 years of wholesaling experience in Life products
• A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products
• Industry recognized designations such as CLU, CHFC, CFP are highly desirable
• Excellent communication skills are essential
• Ability to build and maintain strong business relationships
• Life license, Series 6 or Series 7 and Series 63 registrations
• Understanding of Advanced Markets, a plus
• Frequent travel is required, potentially up to 100% of the time

** This position primarily covers the Greater San Jose and Southwest (Vegas & Arizona) areas, and will support the following General Offices (GO's):

- San Jose GO

- Santa Clara GO

- Vegas GO

- Arizona GO

The ideal candidate location should be in one of these areas. **

#LI-SV1

#LI-HYBRID

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Pay Transparency

Salary Range:  $80,000 - $100,000 

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: 90784