New York Life Insurance

  Location Designation:  Hybrid - 3 days per week        Senior Associate, Internal Wholesaler Role Overview: In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual Disability Income, or Business Solutions. In this role, The Internal will make proactive phone calls to agents in their territories to share sales ideas, provide product information, gather marketing data and offer sales support as well as identify new sales opportunities. The Internal Wholesaler is also responsible for providing case design support and product knowledge via the Sales Desk...

Job Requisition ID: 93507 Location Designation:  Hybrid - 3 days per week    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 the 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.     Role Overview: In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual...

  Location Designation:  Hybrid - 3 days per week        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 competitive information Provide advisors with updates on annuity products, upcoming conference calls and conferences   Required Qualifications: Understanding of...

  Location Designation:  Hybrid - 1 day per quarter        Role Overview:   Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories. Preferred location for this role is Charlotte area but must live in NC or SC to apply. What You'll Do: • Work to develop sales of Immediate, Fixed Deferred, Indexed and Variable annuities in an existing territory • Generate sales • 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 so that they can clearly identify the benefits of the products relative to its competitors • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics • Work closely and communicate effectively...