Conduct consultative inbound sales calls with financial advisors and licensed professionals. Develop annuity proposals, explain products and portfolio strategies, generate qualified leads for wholesalers, and maintain detailed CRM records. Meet daily phone metrics while building relationships and working independently in a fast-paced environment. Obtain required state insurance and FINRA licenses within specified timelines.
Job Requisition ID: 94998
Location Designation: Hybrid - 3 days per week
INBOUND SALES ROLE - PF1
Job Function and Key Responsibilities:
Required Qualifications:
Job Level: LEVELPF1
Pay Transparency
Salary Range: $58,500 + annual bonus
Overtime eligible: Nonexempt
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 hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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.
Job Requisition ID: 94998
#BI-Hybrid
Location Designation: Hybrid - 3 days per week
INBOUND SALES ROLE - PF1
Job Function and Key Responsibilities:
- Achieve daily phone metrics
- Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
- Generate hypothetical/proposals for advisors for the suite of NYL Annuity products
- Provide quality leads to internal and external wholesalers to achieve accelerated growth of Annuity sales
- Articulate annuity products and objectives, discuss financial and portfolio strategies
- Act as a true steward of the CRM System, entering copious notes that are current, concise and helpful to all team members.
Required Qualifications:
- Fluid communication, problem solving and relationship-development Skills.
- Excellent presentation and organizational skills.
- State Insurance License(s) for resident state within 30 days of hire.
- FINRA Series 6 or 7 and 63/65 or 66 licenses need to obtain within 6 months
- Ability to work independently in a fast paced environment.
- Bachelor's degree is required - specifically Finance/Business major preferred.
Job Level: LEVELPF1
Pay Transparency
Salary Range: $58,500 + annual bonus
Overtime eligible: Nonexempt
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 hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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.
Job Requisition ID: 94998
#BI-Hybrid
New York Life New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Jersey City, New Jersey, USA Office
New York Life Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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