Associate, Internal Wholesaler - Retail Annuities
New York Life is a Fortune 100 mutual company with a rich legacy of purpose and integrity. The role of Associate, Internal Wholesaler involves managing territory relationships with financial advisors, conducting consultative sales calls, and maintaining a deep understanding of annuity products to support the sales process.
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 competitive information
- Provide advisors with updates on annuity products, upcoming conference calls and conferences
Skills
- Understanding of annuities, the financial/capital markets and the competitive landscape
- Wholesaling Experience Preferred
- Build and expand relationships with predetermined opportunistic list financial advisors
- Fluid relationship and communication with external partner for strategic 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
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
Company Overview
Company H1B Sponsorship