New York Life is a Fortune 100 mutual company with a rich legacy of purpose and integrity. The role of Associate, Internal Wholesaler involves managing territory relationships with financial advisors, conducting consultative sales calls, and maintaining a deep understanding of annuity products to support the sales process.
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
Skills
- Understanding of annuities, the financial/capital markets and the competitive landscape
- Wholesaling Experience Preferred
- Build and expand relationships with predetermined opportunistic 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
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
Company Overview
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.