Senior Associate, VUL Product Consultant - External Wholesaler

New York Life•San Francisco, CA

15d•$80,000 - $100,000•Hybrid

About The Position

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. In a highly competitive and energetic sales environment, you will work directly with New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Life Product Consultant is responsible for increasing life sales within the territory. The Variable Life Product Consultant is responsible for providing insight and product knowledge. This position primarily covers the following General Offices (GO's):Central California, East Bay, Eastern Washington, Greater Oregon, Greater San Francisco, Idaho, Montana, Northern California, Reno, Seattle, Tacoma. Candidate location in the Bay Area or Pacific Northwest preferred.

Requirements

Bachelor’s Degree preferred and/or equivalent work experience
5+ years of prior insurance or investment sales experience
Must have the ability to work independently and in a team environment
Excellent oral and written communication skills
Must have strong relationship building and sales skills
Must be a detail-oriented, well-organized self-starter with high energy and creativity
Must have Series 6 and 63 licenses
Proficient with Word, Excel, and PowerPoint
Proven ability to pay attention to detail and multitask
Frequent travel is required; typically, one/two weeks per month
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Responsibilities

Make proactive sales calls to NYL agents in an effort to increase life sales by uncovering opportunities and developing relationships
Work closely with the Life Product Consultants to develop and execute a business plan to maximize territorial sales
Analyze agent and office sales performance and create a strategic plan to generate growth
Become an expert in New York Life Insurance products
Field inbound calls from agents in regard to life products, case design and identify selling opportunities