Senior Associate, VUL Product Consultant - External Wholesaler

Location Designation: Fully Remote 

 

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.

 

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 our 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

In a highly competitive and energetic sales environment, you will make proactive phone calls to New York Life (NYL) agents to share sales ideas, provide product information and identify book of business sales opportunities. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is responsible for providing insight and product knowledge via the agency sales desk channel.

 

 

** This position primarily covers the Pacific Northwest and Bay Area and will support the following General Offices (GO's):

- Greater Seattle / Bellevue, WA

- Santa Clara

- Nevada

- Utah

Candidate location in one of these areas is a plus. **

 

 

 What You'll Do:

 • Make proactive sales calls to NYL agents in an effort to increase life sales by uncovering opportunities and developing relationships

• Work closely with the Variable Life Product Consultants to develop and execute a business plan to maximize territorial sales

• Analyze agent and office sales performance and create a strategic plan to generate growth

• Become an expert in New York Life Insurance products

• Field inbound calls from agents in regard to life products, case design and identify selling opportunities

 

What You'll Bring:

• Bachelor’s Degree preferred and/or equivalent work experience

• 5+ years of prior insurance or investment sales experience

• Must have the ability to work independently and in a team environment

• Excellent oral and written communication skills

• Must have strong relationship building and sales skills

• Must be a detail-oriented, well-organized self-starter with high energy and creativity

• Must have Series 6 and 63 licenses

• Proficient with Word, Excel, and PowerPoint

• Proven ability to pay attention to detail and multitask

• Frequent travel is required; typically, one week per month

 #LI-REMOTE

 

 

Pay Transparency

Salary Range:  $80,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes