Senior Associate, Investment Internal Wholesaler


Date: Jan 25, 2021

Location: White Plains, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


General Profile:
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. Responsibilities Include:
• 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
• Work closely with the Investment Consultants to develop and execute an appropriate business plan to maximize territorial
• Become a specialist in New York Life Investment products.
• Identify and convert dormant responsibilities into producing representatives.
• Assist in training of new associates.

Functional Knowledge:
• 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.
• Series 6 or 63 preferred or must obtain with 60 days
• Proficient with Word, Excel and PowerPoint as well as various internet search techniques.
• Proven ability to pay attention to detail and multitask.




Please note: During calendar year 2021, employees of CGI can be considered for open positions within CGI only. Applications from CGI employees for open positions within other New York Life businesses are unable to be considered.




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Job Requisition ID: 80188 

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

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