Senior Associate, Internal Wholesaler

Hybrid role requiring 3 days per week in-office.

About the role

In partnership with the External Wholesaler, the Internal Wholesaler develops and maintains relationships with agents and field managers within their territory. The role focuses on identifying and acquiring new business to meet sales goals in one of the following areas: Life Insurance, Investments & Annuities, Long Term Care & Individual Disability Income, or Business Solutions. Responsibilities include proactive outreach to agents, providing product information, gathering marketing data, offering sales support, and identifying new sales opportunities. The Internal Wholesaler also provides case design support and product knowledge via Sales Desk channels.

Responsibilities

• Make proactive sales calls daily to existing representatives to strengthen relationships and identify selling opportunities.
• Field inbound calls from agents regarding New York Life solutions and identify selling opportunities.
• Work closely with External Consultants to develop and execute a business plan to maximize territorial sales.
• Specialize in one of the New York Life Solution areas: Life Insurance, Annuities & Investments, Long Term Care & Individual Disability Income, or Business Solutions/EWL.
• Identify and convert dormant agents into producing representatives.
• Assist in training new associates.
• Perform all other duties as required by the management team.

Requirements

• Active licenses (6 & 63) required; Series 7 a plus but not required.
• Bachelor’s Degree preferred or equivalent work experience.
• Must currently be proactive and have at least two Executive Councils (New York Life Agents only).
• Prior insurance industry sales experience a plus.
• Ability to work both independently and in a team environment.
• Excellent oral and written communication skills, interpersonal skills, and customer service skills.
• Strong relationship-building skills and sense of time management.
• Detail-oriented, well-organized self-starter with high energy and creativity.
• Proficient with Word, Excel, PowerPoint, and various internet search techniques.
• Proven ability to pay attention to detail and multitask.
• FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required.

Pay

Salary Range: $65,000 - $70,000 (Plus target sales incentive $35,000+). Actual base salary determined based on experience, skills, qualifications, and job location. Eligible for an annual discretionary bonus and participation in an incentive program.

Benefits

Comprehensive benefits package including leave programs, adoption assistance, and student loan repayment programs. Additional offerings continue to be refined based on employee feedback.