Senior Associate, Advanced Income Solutions Analyst

 

Location Designation: Hybrid - 3 days per week 

 

 

 

Role Overview:

The Advanced Income Solutions Specialist – Retail Annuities (AIS) is responsible for delivering expert product knowledge and sales support to field agents and intermediary sales teams. This includes providing competitive analysis, assisting with large case reviews, and presenting New York Life’s annuity solutions to internal and external sales partners.

 

What You'll Do:

• Serve as a subject matter expert on all New York Life annuity offerings, including Immediate and Deferred Income Annuities, Fixed Deferred Annuities, and Variable Annuities.

• Provide advisors and agents with competitive intelligence on NYL annuity products using resources such as Morningstar Annuity Intel, Beacon, and Wink Intel.

• Respond promptly to advisor and agent inquiries via phone and email, offering subject matter expertise and competitive product information.

• Support product consultants and internal/external wholesalers involved in annuity sales and distribution. This includes participating in joint calls and providing advanced income solutions expertise.

• Travel as needed with Agency Sales, TPD Wholesaling, and Relationship Management teams to represent annuity products.

• Oversee the large-case acceptance process, coordinating with actuarial pricing and compliance teams, and communicating outcomes to the sales team.

• Conduct annuity training sessions for business areas across the enterprise, including onboarding programs for new hires.

• Use in-house administrative systems for policy research and to support annuity sales tools.

• Assist with ad hoc requests from product, technology, pricing, and other business units to ensure smooth operations.

 

What You'll Bring: 

The ideal candidate possesses comprehensive knowledge of annuity products and the broader retirement income industry. They should understand both product features/benefits and contractual policies. The candidate must be high-energy, adaptable, team-oriented, and demonstrate strong written and verbal communication skills.

Willingness to travel nationwide is required in order to deliver formal presentations on annuity solutions to agents and advisors.

Required Qualifications:

• Series 6 or 7, 63 or 66, and Life & Health Insurance licenses

• Bachelor’s degree or equivalent work experience

• Strong knowledge of annuity products and marketing experience preferred

• Ability to work independently and collaboratively in flexible team environments

• Self-motivated, with strong problem-solving and troubleshooting skills

• Excellent writing, communication, and presentation abilities

• Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce

• Strong knowledge of retirement income products and industry

 

Pay Transparency

Salary Range: $79,000-$113,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

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 delive