Associate, Inbound Sales

New York Life•New York, NY

11d•Hybrid

About The Position

This is an Inbound Sales Role (PF1) where the primary function is to field consultative, relationship-building sales calls via telephone with financial advisors and other licensed professionals. The role involves generating hypothetical proposals for the suite of NYL Annuity products and providing quality leads to internal and external wholesalers to accelerate Annuity sales growth. The Associate will articulate annuity products and objectives, discuss financial and portfolio strategies, and act as a steward of the CRM System by entering concise and helpful notes.

Requirements

Fluid communication, problem solving and relationship-development Skills.
Excellent presentation and organizational skills.
State Insurance License(s) for resident state within 30 days of hire.
FINRA Series 6 or 7 and 63/65 or 66 licenses need to obtain within 6 months
Ability to work independently in a fast paced environment.
Bachelor’s degree is required – specifically Finance/Business major preferred.
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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.