Senior Associate, Life External Solutions Wholesaler

Location Designation: Fully Remote 

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

 

 

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 

 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing, and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

 

This position will support the Northeast Zone.

 

Role Overview

The Life Product Consultant (LPC) is responsible for achieving and exceeding the assigned territory (Northeast Zone) and individual General Office’s life sales objectives. LPCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales. Critical functions of the role include:

• 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

 

Qualifications

• Bachelor's Degree and/or equivalent experience
• Motivated and energetic individual with the ability to drive his/her 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 required (60-70%)

 

 

#LI-SV1

#LI-REMOTE

 

 

 

Salary range: $80,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

 

Click here to learn more about our