New York Life Insurance Company
Associate, Internal Wholesaler - Retail Annuities
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The role involves developing and implementing business strategies, executing M&A opportunities, conducting market research, and preparing presentations for senior leadership at NYLIM.
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Location Designation: Hybrid - 3 days per week
Job Function and Key Responsibilities:
Manage territory with external partner to meet or exceed goals
Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory
Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
Maintain a deep understanding of all New York Life's annuity products and competitive landscape
Act as the main point of contact on a daily basis for financial advisor clients in the territory
Consistently follow-up with all leads, prospects and producers to advance the sales process and deepen advisor relationships
Create and explain hypothetical illustrations and competitive information
Provide advisors with updates on annuity products, upcoming conference calls and conferences
Required Qualifications:
Understanding of annuities, the financial/capital markets and the competitive landscape
Wholesaling experience preferred
Build and expand relationships with predetermined opportunistic list financial advisors
Fluid relationship and communication with external partner for strategic planning
Excellent presentation and organizational skills
State Insurance License(s) for resident state within 60 days of hire
FINRA Series 6 or 7 and 63 licenses required. Ability to work independently in a fast-paced environment
Bachelor's degree is required - specifically Finance/Business major preferred
Pay Transparency
Salary Range: $64,000 - $64,000 base + monthly commission and bonuses
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93445
Job Function and Key Responsibilities:
Manage territory with external partner to meet or exceed goals
Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory
Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
Maintain a deep understanding of all New York Life's annuity products and competitive landscape
Act as the main point of contact on a daily basis for financial advisor clients in the territory
Consistently follow-up with all leads, prospects and producers to advance the sales process and deepen advisor relationships
Create and explain hypothetical illustrations and competitive information
Provide advisors with updates on annuity products, upcoming conference calls and conferences
Required Qualifications:
Understanding of annuities, the financial/capital markets and the competitive landscape
Wholesaling experience preferred
Build and expand relationships with predetermined opportunistic list financial advisors
Fluid relationship and communication with external partner for strategic planning
Excellent presentation and organizational skills
State Insurance License(s) for resident state within 60 days of hire
FINRA Series 6 or 7 and 63 licenses required. Ability to work independently in a fast-paced environment
Bachelor's degree is required - specifically Finance/Business major preferred
Pay Transparency
Salary Range: $64,000 - $64,000 base + monthly commission and bonuses
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93445
New York Life Insurance Company New York, New York, USA Office
51 Madison Avenue, New York, NY, United States, 10010
New York Life Insurance Company Jersey City, New Jersey, USA Office
New York Life Insurance Company Jersey City, NJ Office
30 Hudson Street , Jersey City, New Jersey, United States, 07302
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