Senior Associate, VUL Product Consultant - External Wholesaler

Job Requisition ID: 94477 

 

Location Designation: Hybrid

 

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 work directly with New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Life Product Consultant is responsible for increasing life sales within the territory. The Variable Life Product Consultant is responsible for providing insight and product knowledge.** This position primarily covers the following General Offices (GO's):Central California, East Bay, Eastern Washington, Greater Oregon, Greater San Francisco, Idaho, Montana, Northern California, Reno, Seattle, Tacoma. Candidate location in the Bay Area or Pacific Northwest preferred**

 

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 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/two weeks per month 

​Job Level: LEVELPF4

 

Pay Transparency

Salary Range: 80,000 - 100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

 

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

 

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

 

Our Commitment to Inclusion
At New York Life, fostering an inclus