Senior Associate, External Wholesaler

2 weeks ago


Columbia, South Carolina, United States New York Life Insurance Company Full time

Job Summary:

We are seeking a highly skilled and experienced External Wholesaler to join our team at New York Life Insurance Company. As a Senior Associate, External Wholesaler, you will be responsible for representing our annuity products through WireHouse, Independent, and Bank advisors in specific territories.

Key Responsibilities:

  • Develop sales of Immediate, Fixed Deferred, Indexed, and Variable annuities in an existing territory
  • Generate sales and 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
  • Provide advisors with 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 and utilize our contact management system (Salesforce) for activity
  • Manage travel and expense budget to assigned amount

Requirements:

  • 5+ years of related sales and industry experience; must have experience in GA, NC, and SC with previous annuity sales
  • Bachelor's 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

What We Offer:

  • Salary Range: $90,000 - $95,000
  • Overtime eligible: Exempt
  • Discretionary bonus eligible: No
  • Sales bonus eligible: Yes

Benefits:

We provide a full package of benefits for employees, 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.

Our Diversity Promise:

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.



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