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Job Details

Senior Associate Investments Internal Wholesaler

Company name
New York Life Insurance Company

White Plains, NY, United States

Employment Type

Sales, Insurance

Posted on
Nov 18,2019

Valid Through
Mar 02,2020

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A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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 visit LinkedIn, our Newsroom and the Careers page of


New York Life's primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women's markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.



In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals for New York Life Investment Products. The Internal Wholesaler is responsible for providing insight and product knowledge via the sale desk channels. In this role, you will make proactive phone calls to New York Life Agents to share sales ideas, provide product information, gather marketing data and offer sales support as well as identify new sales opportunities. Responsibilities include:


• Fielding of inbound calls from agents in regards to investment products and identifying selling opportunities.

• Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities.

• Work closely with the Investment Consultants to develop and execute an appropriate business plan to maximize territorial sales.

• Become a specialist in New York Life Investment products.

• Identify and convert dormant responsibilities into producing representatives.

• Assist in training of new associates.



• Bachelor's Degree preferred or equivalent work experience

• Prior investment sales experience a plus

• Must have the ability to work independently and in a team environment

• Posses excellent oral and written communication skills and interpersonal and customer service skills

• Must have strong relationship building skills

• Must be a detail-oriented, well organized and self-starter with high energy and creativity

• Must be able to obtain Series 6 and 63 licenses within 60 days

• Proficient with Word, Excel and PowerPoint as well as various internet search techniques

• Proven ability to pay attention to detail and multitask


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.




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Company info

New York Life Insurance Company
Website :

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