Senior Associate, Investment Internal Wholesaler


Date: Sep 26, 2022

Location: White Plains, NY, US

Company: New York Life Insurance Co


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.




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.


• 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.




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 our Foundation. 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: 80188




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

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