Investment Internal Wholesaler


Posting Date: Feb 5, 2024

Location: White Plains, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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



In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals for New York Life Investment Products. The Internal Wholesaler is responsible for providing insight and product knowledge via the sale desk channels. In this role, you will make proactive phone calls to financial partners to share sales ideas, provide product information, gather marketing data and offer sales support as well as identify new sales opportunities.


• Fielding of inbound calls from agents in regards to investment products and identifying selling opportunities

• Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities

• Work closely with the Investment Consultants to develop and execute an appropriate business plan to maximize territorial sales

• Become a specialist in New York Life Investment products

• Identify and convert dormant responsibilities into producing representatives

• Assist in training of new associate



• Bachelor’s Degree preferred or equivalent work experience

• Prior investment sales experience a plus

• Must have the ability to work independently and in a team environment

• Posses excellent oral and written communication skills and interpersonal and customer service skills

• Must have strong relationship building skills

• Must be a detail-oriented, well organized and self-starter with high energy and creativity

• Must be able to obtain licenses (6 & 63) within 60 days

• Proficient with Word, Excel and PowerPoint as well as various internet search techniques

• Proven ability to pay attention to detail and multitask



Salary range: $65,000 - $70,000 (Plus target sales incentive $35,000+) 

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.



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: 89140




Nearest Major Market: White Plains
Nearest Secondary Market: New York City

Job Segment: Investment, Social Media, Sales Support, Finance, Marketing, Sales