Senior Associate, External Wholesaler - Annuities (NC and SC)
About The Position
Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories. Preferred location for this role is Charlotte area but must live in NC or SC to apply. What You'll Do: • Work to develop sales of Immediate, Fixed Deferred, Indexed and Variable annuities in an existing territory • Generate sales • Develop a business plan to maximize market share, assets and profitability for assigned territory • Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics • Work closely and communicate effectively with Sales Management • Drive a full schedule of appointments. Utilization of our contact management system (Salesforce) for activity • Manage travel and expense budget to assigned amount • This role will cover the following territories: North Carolina and South Carolina What You'll Bring • 5+ years of related sales and industry experience • College Degree Preferred • FINRA 7, 63 and State Life Insurance license • Requires in-depth knowledge and experience • Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures • Experience with Salesforce and Concur strongly preferred Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Requirements
- 5+ years of related sales and industry experience
- FINRA 7, 63 and State Life Insurance license
- Requires in-depth knowledge and experience
- Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Nice To Haves
- College Degree Preferred
- Experience with Salesforce and Concur strongly preferred
Responsibilities
- Work to develop sales of Immediate, Fixed Deferred, Indexed and Variable annuities in an existing territory
- Generate sales
- Develop a business plan to maximize market share, assets and profitability for assigned territory
- Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors
- Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics
- Work closely and communicate effectively with Sales Management
- Drive a full schedule of appointments. Utilization of our contact management system (Salesforce) for activity
- Manage travel and expense budget to assigned amount
- This role will cover the following territories: North Carolina and South Carolina
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
