Senior Associate, VUL Product Consultant - External Wholesaler

New York Life Insurance Company; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking company that values innovation and collaboration as a Variable Internal Life Product Consultant. In this dynamic role, you will connect with agents, share sales ideas, and leverage your expertise to drive life insurance sales. Your proactive approach will help identify opportunities and foster relationships, ultimately contributing to the financial security of individuals across diverse communities. With a focus on personal and professional growth, this position offers the chance to make a meaningful impact while enjoying a fully remote work environment and a comprehensive benefits package.

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Qualifications

• 5+ years of experience in insurance or investment sales.
• Must have Series 6 and 63 licenses.

Responsibilities

• Make proactive sales calls to increase life sales.
• Analyze sales performance and create growth strategies.

Skills

Insurance Sales

Investment Sales

Relationship Building

Communication Skills

Detail-oriented

Education

Bachelor’s Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Location Designation: Fully Remote

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

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 make proactive phone calls to New York Life (NYL) agents to share sales ideas, provide product information and identify book of business sales opportunities. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is responsible for providing insight and product knowledge via the agency sales desk channel.

** This position primarily covers the following General Offices (GO's):

Arkansas, Austin, Chicago North Shore, Dallas, Greater Chicago, Houston, Illinois, Milwaukee, Minnesota, North Dakota, San Antonio, South Texas, West Texas, Wisconsin.

Candidate location in one of these areas is a plus. **

What You'll Do:

1. Make proactive sales calls to NYL agents in an effort to increase life sales by uncovering opportunities and developing relationships.
2. Work closely with the Variable Life Product Consultants to develop and execute a business plan to maximize territorial sales.
3. Analyze agent and office sales performance and create a strategic plan to generate growth.
4. Become an expert in New York Life Insurance products.
5. Field inbound calls from agents in regard to life products, case design and identify selling opportunities.

What You'll Bring:

1. Bachelor’s Degree preferred and/or equivalent work experience.
2. 5+ years of prior insurance or investment sales experience.
3. Must have the ability to work independently and in a team environment.
4. Excellent oral and written communication skills.
5. Must have strong relationship building and sales skills.
6. Must be a detail-oriented, well-organized self-starter with high energy and creativity.
7. Must have Series 6 and 63 licenses.
8. Proficient with Word, Excel, and PowerPoint.
9. Proven ability to pay attention to detail and multitask.
10. Frequent travel is required; typically, one week per month.

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.

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.

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: 91536