Location Designation: Hybrid - 1 day per quarter 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

Annuity New Business Representative – New Business Processing

Location: Hybrid – onsite one day a quarter in either of our Service Centers in Dallas, TX or Cleveland, OH

Schedule: Full-time | Monday–Friday | 9:30 – 6:00 cst.

Be a Voice of Confidence for Our Agents and Clients

Are you personable, customer-service oriented, and driven to help people protect their financial futures? At New York Life, we’re seeking Annuity New Business Representatives who are passionate about delivering best-in-class service.

This is an opportunity to join a mission-driven company that values service excellence, professionalism, and long-term impact. As part of our Annuity New Business team, you will play a vital role in supporting agents and ensuring smooth processing of annuity applications—from handling submissions and payments to responding to inquiries.

 

What You’ll Do:

• Execute routine administrative tasks including reviewing correspondence, processing initial fund requests, and conducting follow-up via calls and emails.
• Validate completeness and accuracy of submissions, analyze and correct errors, request missing documentation, and route materials as needed.
• Process initial premium payments and related accounting adjustments to new annuity policies.
• Establish high-quality customer relationships by providing accurate, timely, and helpful responses to inquiries.
• Respond to calls and conduct research on agent inquiries requiring further follow-up.
• Maintain working knowledge of administrative systems, annuity products, and onboarding procedures.
• Provide backup phone support for the Annuity New Business Call Center.
• Handle special assignments as directed by management.

 

What You’ll Bring:

 

We’re looking for efficient, accountable professionals who thrive in a fast-paced environment and deliver with precision and care.

 

Required Skills

• Detail-oriented, well-organized, with computer proficiency expectations
• Excellent data entry, communication, and customer service skills
• Excellent time management while focusing on time sensitive task 

Preferred Skills

• Bachelor’s degree or equivalent work experience
• 2–5 years of experience in customer service
• Knowledge of insurance/investment industry preferred
• Experience managing high-volume task under strict deadlines 

Training & Development:

You’ll receive comprehensive training and ongoing coaching that covers:

• NYL annuity products and administrative systems
• Onboarding procedures and submission standards
• Customer service etiquette and phone skills

Compensation & Schedule:

• Competitive base salary
• Eligible for overtime and performance-based bonuses
• Full-time hours, Monday–Friday

 

Benefits:

• Paid vacation & holidays
• Medical, dental, and vision coverage
• 401(k) match + pension plan
• Tuition assistance & flexible spending accounts

Career Path & Growth:

Y