Senior Associate, Life Solutions Consultant - External Wholesaler

Location Designation: Hybrid - 3 days per week 

 

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.

 

 

 

Business Unit Overview

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

 

 

Role Overview:

The Life Solutions Consultant (LSC) is responsible for achieving and exceeding the assigned territory and individual General Office’s life sales objectives. LSCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales. 

 

** This position primarily covers the Greater San Jose and Southwest (Vegas & Arizona) areas, and will support the following General Offices (GO's):

- San Jose GO

- Santa Clara GO

- Vegas GO

- Arizona GO

The ideal candidate location should be in one of these areas. **

 

What You'll Do:

• Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships
• Develop a strong command of New York Life’s life insurance products and sales processes
• Provide case development and design support
• Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of life products
• Deliver sales presentations to both agents and clients
• Provide sales support and product information through individual face-to-face meetings as well as large group sessions
• Proactively work with management

 

 

What You'll Bring:

• Bachelor's Degree preferred and/or equivalent experience
• Motivated and energetic individual with the ability to drive objectives relatively autonomously
• Approximately 5 years of wholesaling experience in Life products
• A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products
• Industry recognized designations such as CLU, CHFC, CFP are highly desirable
• Excellent communication skills are essential
• Ability to build and maintain strong business relationships
• Life license, Series 6 or Series 7 and Series 63 registrations
• Understanding of Advanced Markets, a plus
• Frequent travel is required, potentially up to 100% of the time

 

** This position primarily covers the Greater San Jose and Southwest (Vegas & Arizona) areas, and will support the following General Offices (GO's):

- San Jose GO

- Santa Clara GO

- Vegas GO

- Arizona GO

The ideal candidate location should be in one of these areas. **

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#LI-HYBRID

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Pay Transparency

Salary Range:  $80,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

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