Senior Associate, Internal Wholesaler

New York Life Insurance Co; City of White Plains (NY); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life Insurance Co. in White Plains, NY, is hiring a Senior Associate, Internal Wholesaler for a hybrid role.

You will develop and maintain agent relationships, support sales goals across Life Insurance, Investments & Annuities, LTC & IDI, and Business Solutions, and provide case design support through the Sales Desk. The role requires active FINRA licenses (6 & 63), a 2+ year relevant background, and strong communication skills.

Qualifications

• Active FINRA licenses 6 & 63 required; Series 7 a plus.
• Bachelor’s degree preferred or equivalent work experience.
• Must be proactive and able to work independently.
• Strong communication and interpersonal skills; customer service oriented.

Responsibilities

• Make proactive sales calls daily to agents to strengthen relationships and identify opportunities.
• Field inbound calls from agents regarding NY Life solutions and opportunities to sell.
• Collaborate with External Consultants to build and execute territory business plans.
• Develop expertise in Life Insurance, Annuities & Investments, LTC & IDI, or Business Solutions.
• Identify and convert dormant agents to producing representatives.
• Assist in training new associates and support the sales desk as needed.
• Perform all other duties as assigned by management.

Skills

FINRA 6 & 63

Series 7 (optional)

Bachelor's degree or equivalent

MS Office proficiency

Relationship building

Education

Bachelor's degree or equivalent

Tools

Word

Excel

PowerPoint

Job description

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White Plains, New York, United States

Agency

Hybrid

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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 the 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 partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual Disability Income, or Business Solutions. In this role, The Internal will make proactive phone calls to agents in their territories to share sales ideas, provide product information, gather marketing data and offer sales support as well as identify new sales opportunities. The Internal Wholesaler is also responsible for providing case design support and product knowledge via the Sales Desk channels.

What You’ll Do:

• Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities.


• Fielding of inbound calls from agents in regard to New York Life solutions and identifying selling opportunities.


• Work closely with the External Consultants to develop and execute an appropriate business plan to maximize territorial sales.


• Become a specialist in one of the New York Life Solution areas including:
  
  
  
  • Life Insurance
  
  
  • Annuities & Investments
  
  
  • Long Term Care & Individual Disability Income
  
  
  • Business Solutions/EWL
  
  
  
  


• Identify and convert dormant agents into producing representatives.


• Assist in training of new associate.


• All other duties, as required by management team.

What You’ll Bring:

• Must have active licenses (6 & 63) (Series 7 a plus but not required).


• Bachelor’s Degree preferred or equivalent work experience.


• Must currently be proactive and atleast two Executive Councils preferred (New York Life Agents only).


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


• Possess excellent oral and written communication skills and interpersonal and customer service skills.


• Must have strong relationship building skills & sense of time management.


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


• Proficient with Word, Excel, and PowerPoint as well as various internet search techniques.


• Proven ability to pay attention to detail and multitask.

#LI-MS5

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary Range: $65,000 - $70,000 (Plus target sales incentive $35,000+)

Discretionary bonus eligible: No

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 requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. we have been recognized for our leadership.

Recognized as one 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 .

#LI-SV1

#LI-HYBRID

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Our Hybrid work environment provides flexibility and balance, allowing you to find your work life harmony.

Family Friendly Benefits

Find benefits that support your unique family situation, including fertility assistance, paid new-parent benefits, backup childcare services, free virtual tutoring, and more.

We Invest in Your Future

Enjoy a more secure future with a company-sponsored pension plan for eligible employees and a savings plans with a company match 1 .

Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.