Internal Financial Wholesaler - Retail Annuities

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:

• Manage territory with external partner to meet or exceed goals

• Partner with field wholesaler to develop and maintain business relationships with financial advisor professionals in the territory

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

• Maintain a deep understanding of all  New York Life’s annuity products and competitive landscape

• Act as the main point of contact on a daily basis for financial advisor clients in the territory

• Consistently follow-up with all leads, prospects and producers to advance the sales process and deepen advisor relationships

• Create and explain hypothetical illustrations and competetive information

• Provide advisors with updates on annuity products, upcoming conference calls and conferences

Required Qualifications: 

• Understanding of annuities, the financial/capital markets and the competitive landscape

• Wholesaling experience preferred

• Build and expand relationships with predetermined opportunist list financial advisors

• Fluid relationship and communication with external partner for judicious planning

• Excellent presentation and organizational skills

• State Insurance License(s) for resident state within 60 days of hire

• FINRA Series 6 or 7 and 63 licenses required. Ability to work independently in a fast-paced environment

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

 

 

Salary range: 50,000-70,000 (Plus target sales incentive $95,000+) 

Overtime eligible: Exempt 

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 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: 90329

 

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