Internal Wholesaler

2 weeks ago

New York, New York, United States New York Life Full time

Location Designation: [[cust_rolelocationdesignation]]

When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness.

We want employees to feel proud about being part of a company that is committed to doing the right thing.

You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Job Function and Key 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 competetive information
  • Provide advisors with updates on annuity products, upcoming conference calls and conferences

Required Qualifications :

  • Understanding of annuities, the financial/capital markets and the competitive landscape
  • Wholesaling experience preferred
  • Build and expand relationships with predetermined opportunist list financial advisors
  • Fluid relationship and communication with external partner for judicious 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

Salary range: [[cust_salaryRangePosting]]

Overtime eligible: [[customString6]]

Discretionary bonus eligible: [[cust_merit]]

Sales bonus eligible: [[stockPackage]]

Click here to learn more about ourbenefits ) . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

Please note
:
This role requires FINRA licensed and FINRA Associated Person pre-hire fingerprinting.
Recognized as one of _Fortune's_ World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation ) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visitLinkedIn ) , ourNewsroom ) and theCareers ) page of .

Job Requisition ID:
[[id]]

  • Internal Wholesaler

    2 weeks ago

    New York, New York, United States Guardian Life Insurance Company Full time

    Park Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.The...

  • Senior Internal Wholesaler

    2 weeks ago

    New York, New York, United States Social Capital Resources Full time

    Top-Tier Investment Manager in Midtown is looking for multiple Internal WholesalersResponsibilities: Work with Regional Director to formulate and execute territory business plan. Work with digital media marketing Director to formulate and execute branding campaign Cultivate relationships with financial representatives via phone and email contact. Accommodate...

  • Internal Wholesaler

    2 weeks ago

    New York, New York, United States Guardian Life Insurance Company Full time

    Park Avenue Securities was founded in 1999 as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The...

  • Executive Assistant, Wholesale

    4 weeks ago

    New York, New York, United States Tory Burch Full time

    We are an American luxury lifestyle brand, founded in 2004. Anchored in the casual elegance of American sportswear, Tory's design philosophy is defined by effortless silhouettes, innovative materials, eclectic juxtapositions of color, and the tension of past and present. The collections include ready-to-wear, handbags, footwear, accessories, jewelry, home...

  • Wholesale Assistant

    1 month ago

    New York, New York, United States Tapestry Full time

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...

  • Wholesale Assistant

    4 weeks ago

    New York, New York, United States Tapestry Full time

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...

  • Senior Digital Designer, Wholesale

    4 weeks ago

    New York, New York, United States Ralph Lauren Full time

    Company DescriptionRalph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of...

  • Senior Digital Designer, Wholesale

    3 months ago

    New York, New York, United States Ralph Lauren Full time

    Company DescriptionRalph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of...

  • Manager, Wholesale Sales

    4 weeks ago

    New York, New York, United States Tory Burch Full time

    We are an American luxury lifestyle brand, founded in 2004. Anchored in the casual elegance of American sportswear, Tory's design philosophy is defined by effortless silhouettes, innovative materials, eclectic juxtapositions of color, and the tension of past and present. The collections include ready-to-wear, handbags, footwear, accessories, jewelry, home...

  • sr. Manager Wholesale Remote

    4 weeks ago

    New York, New York, United States CELIA B Full time

    The Wholesale Sr. Manager position will drive and manage the global wholesale business with long term business objectives in mind. The role will help to drive sales, profitability and brand awareness worldwide in accordance with the brand strategy.Main responsibilities will include:Market Expansion:Direct management of all major wholesale accounts and sales...

  • sr. Manager Wholesale Remote

    2 months ago

    New York, New York, United States CELIA B Full time

    The Wholesale Sr. Manager position will drive and manage the global wholesale business with long term business objectives in mind. The role will help to drive sales, profitability and brand awareness worldwide in accordance with the brand strategy.Main responsibilities will include:Market Expansion:Direct management of all major wholesale accounts and sales...

  • Wholesale Planning Analyst

    4 weeks ago

    New York, New York, United States Tapestry Full time

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...

  • Wholesale Planning Analyst

    1 month ago

    New York, New York, United States Tapestry Full time

    Since its launch in 1993 with a collection of six essential handbags, Kate Spade New York has always been colorful, bold, and optimistic. Today, it is a global lifestyle brand that designs extraordinary things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, home décor, and more. Known for its rich heritage...

  • Business Intern

    2 months ago

    New York, New York, United States Dion Lee Full time

    Dion Lee is a designer brand, based in New York City. The Dion Lee aesthetic is technical with an intelligent sensuality. Each collection marries innovative construction, with a consciousness of the form. Textiles are engineered to form sculptural embellishments. As a Business Intern, you will have the opportunity to gain hands-on experience and insight into...

  • wholesale internship

    1 month ago

    New York, New York, United States French Connection Full time

    Prepare and organize men's and women's sample linesMaintain showroom standards to ensure proper presentationPrepare and set up of local trade shows with possible opportunity to attendFiling and projects for salesMaintain multi-tasking working relationship with Sales team and ManagementMust be able to create and work on Excel spreadsheetsMust be organized and...

  • wholesale internship

    4 weeks ago

    New York, New York, United States French Connection Full time

    Prepare and organize men's and women's sample linesMaintain showroom standards to ensure proper presentationPrepare and set up of local trade shows with possible opportunity to attendFiling and projects for salesMaintain multi-tasking working relationship with Sales team and ManagementMust be able to create and work on Excel spreadsheetsMust be organized and...

  • Senior Wholesale Account Executive, Womans Contemporary Specialty Stores

    1 month ago

    New York, New York, United States Premier Brands Group Holdings Full time

    PREMIER BRANDS GROUP HOLDINGSIconic by Nature, Exceptional by DesignPremier Brands Group Holdings, A Global Leader in Apparel, Jewelry and Accessories DesignDriven by excellence and innovative talent, Premier Brands Group is a leading, global apparel group of iconic brands, offering a diverse portfolio in denim, women's apparel, and jewelry.Premier Brands...

  • Senior Wholesale Account Executive, Womans Contemporary Specialty Stores

    4 weeks ago

    New York, New York, United States Premier Brands Group Holdings Full time

    PREMIER BRANDS GROUP HOLDINGSIconic by Nature, Exceptional by DesignPremier Brands Group Holdings, A Global Leader in Apparel, Jewelry and Accessories DesignDriven by excellence and innovative talent, Premier Brands Group is a leading, global apparel group of iconic brands, offering a diverse portfolio in denim, women's apparel, and jewelry.Premier Brands...

  • Analyst, Customer Service

    2 weeks ago

    New York, New York, United States rag & bone Full time

    Position OverviewKey Responsibilities Monitor and compile all necessary information outlining the lifespan of an order from initial order upload to invoicing for rag and bone Wholesale Sales teams and Retail partners Partner with the Wholesale Sales teams to optimize the flow of the Wholesale business strategy by region Liaise between Wholesale Sales teams...

  • Marketing Associate

    2 weeks ago

    New York, New York, United States Natura &Co Full time

    We are a trio of purpose-driven beauty brands hailing from different corners of the globe: Avon, Natura, and The Body Shop. United by the mission of nurturing beauty and relationships, we aim to pave the way for better living and business practices. Each brand has its unique purpose and essence, yet all share a common goal of combatting social injustices and...