Internal Wholesaler
Posted on: 20 Sep 2022
New York, New York
Job Description
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 competitive 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 strategic 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
New York Life Insurance
New York, New York
New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care, insurance pension, and disability insurance products, as well as mutual funds. It also provides securities brokerage, financial planning, investment management and advisory, trust, and capital financing services, as well as fixed deferred and variable annuities.
In addition, the company invests in limited partnerships and limited liability companies, consolidated investment companies, equity investments, derivatives, securities purchased under agreement to resell, short-term investments, real estate, mortgage and other loans, and loans of various consolidated variable interest entities. New York Life Insurance Company offers its insurance and annuity products in the United States and its territories, Mexico, and Canada through its career agency force, as well as through third party banks, brokers, and independent financial advisors; and investment management and advisory services in the United States, Europe, Asia, and Australia. The company was founded in 1845 and is based in New York, New York.
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IndustryInsurance
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No. of Employees11,320
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Website
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Jobs Posted597
