Associate, Inbound Sales

New York Life Insurance Co.; New York (NY); Hybrid; USD 53,000 - 64,000; Full time

Job summary

New York Life Insurance Co. is seeking an inbound sales professional for a hybrid role (3 days per week) to engage financial advisors by phone, articulate annuity options, and generate proposals tailored to client needs.

You will maintain CRM notes, hit daily metrics, and obtain state insurance licenses within 30 days and FINRA licenses within 6 months. The role offers a base salary plus annual bonus, with the prestige of working for a leading mutual insurer.

Qualifications

• Bachelor’s degree in Finance or Business required.
• State Insurance License within 30 days of hire.
• FINRA Series 6/7 and 63/65 or 66 must be obtained within 6 months.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Achieve daily phone metrics.
• Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
• 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, entering copious notes that are current, concise and helpful to all team members.

Skills

Communication

Problem Solving

Relationship Building

Presentation Skills

Organizational Skills

Licensing

Independent Work

Education

Bachelor's degree in Finance/Business

Tools

CRM software

Job description

Job Requisition ID: 94998

Location Designation: Hybrid - 3 days per week

INBOUND SALES ROLE – PF1

Job Function and Key Responsibilities:

• Achieve daily phone metrics
• Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
• 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, 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 within 6 months
• Ability to work independently in a fast paced environment.
• Bachelor’s degree is required – specifically Finance/Business major preferred.

Job Level: LEVELPF1

Pay Transparency

Salary Range: $58,500 + annual bonus

Overtime eligible: Nonexempt

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.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

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. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 94998