Associate, Internal Wholesaler - Retail Annuities
About The Position
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Requirements
- Understanding of annuities, the financial/capital markets and the competitive landscape
- 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
Nice To Haves
- Wholesaling experience preferred
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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
