- 55,000 - 70,000
- New York, New York
55,000 - 70,000
New York, New York
Hybrid - 3 days per week
Location Designation
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 competetiveinformation
- 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 within60 days of hire
- FINRA Series 6 or 7 and 63 licenses
- required
- Bachelor's degree is required specifically Finance/Business major preferred
55,000-70,000
Salary range
Exempt
Overtime eligible
No
Discretionary bonus eligible
Yes
Sales bonus eligible
Click here to learn more about our
. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
This role requiresFINRA licensedand FINRA Associated Person pre-hire fingerprinting.
Please note
Recognized as one of
Fortune's
Job Requisition ID90329