Inbound Sales Specialist - Retail Annuities

Job Requisition ID: 90342 

 

Location Designation: Hybrid - 3 days per week 

 

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.

 

Job Function and Key Responsibilities:

• Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals

• Achieve daily phone metrics

• Generate hypothetical/proposals for advisors for the suite of NYL Annuity products

• Provide quality leads to internal and external wholesalers to achieve accelerated growth of Annuity sales

• Articulate annuity products and objectives, discuss financial and portfolio strategies

• Act as a true steward of the CRM System’ Salesforce, entering copious notes that are current, concise and helpful to all team members

 Required Qualifications: 

• Fluid communication, problem solving and relationship-development skills

• Excellent presentation and organizational skills

• State Insurance License(s) for resident state within 30 days of hire

• FINRA Series 6 or 7 and 63/65 or 66 licenses need to obtain and are required for the role

• Ability to work independently in a fast paced environment

• Bachelor’s degree is required – specifically Finance/Business major preferred

 

 

Salary range: 41,900-60,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

 

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

 

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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

 

Job Requisition ID: 90342