Senior Associate, Annuity Solutions & Competitive Intelligence

New York Life • New York, NY

9d • $81,000 - $115,500 • Hybrid

About The Position

The Annuity Solutions Consultant for Advanced Markets is responsible for delivering expert product knowledge and sales support to field agents and intermediary sales teams. This includes providing competitive analysis, assisting with large case reviews, and presenting New York Life’s annuity solutions to internal and external sales partners.

Requirements

• Series 6 or 7, 63 or 66, and Life & Health Insurance licenses
• Bachelor’s degree or equivalent work experience
• Strong knowledge of annuity products and marketing experience preferred
• Ability to work independently and collaboratively in flexible team environments
• Self-motivated, with strong problem-solving and troubleshooting skills
• Excellent writing, communication, and presentation abilities
• Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce
• Strong knowledge of retirement income products and industry

Responsibilities

• Serve as a subject matter expert on all New York Life annuity offerings, including Immediate and Deferred Income Annuities, Fixed Deferred Annuities, and Variable Annuities.
• Provide advisors and agents with competitive intelligence on NYL annuity products using resources such as Morningstar Annuity Intel, Beacon, and Wink Intel.
• Respond promptly to advisor and agent inquiries via phone and email, offering subject matter expertise and competitive product information.
• Support product consultants and internal/external wholesalers involved in annuity sales and distribution. This includes participating in joint calls and providing advanced income solutions expertise.
• Travel as needed with Agency Sales, TPD Wholesaling, and Relationship Management teams to represent annuity products.
• Oversee the large-case acceptance process, coordinating with actuarial pricing and compliance teams, and communicating outcomes to the sales team.
• Conduct annuity training sessions for business areas across the enterprise, including onboarding programs for new hires.
• Use in-house administrative systems for policy research and to support annuity sales tools.
• Assist with ad hoc requests from product, technology, pricing, and other business units to ensure smooth operations.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior