Hybrid Inbound Sales Associate – Annuity Solutions

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

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.