Senior Associate, VUL Product Consultant - External Wholesaler

Job Requisition ID: 94477

Location Designation: Fully Remote

Business Unit Overview

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 our team, youll 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 a highly competitive and energetic sales environment, you will work directly with New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is responsible for providing insight and product knowledge via the agency sales desk channel. This position primarily covers the following General Offices (GOs):Central California, East Bay, Eastern Washington, Greater Oregon, Greater San Francisco, Idaho, Montana, Northern California, Reno, Seattle, Tacoma. Candidate location in the Bay Area or Pacific Northwest preferred

What Youll Do

• Make proactive sales calls to NYL agents in an effort to increase life sales by uncovering opportunities and developing relationships
• Work closely with the Variable Life Product Consultants to develop and execute a business plan to maximize territorial sales
• Analyze agent and office sales performance and create a strategic plan to generate growth
• Become an expert in New York Life Insurance products
• Field inbound calls from agents in regard to life products, case design and identify selling opportunities

What Youll Bring

• Bachelor's Degree preferred and/or equivalent work experience
• 5+ years of prior insurance or investment sales experience
• Must have the ability to work independently and in a team environment
• Excellent oral and written communication skills
• Must have strong relationship building and sales skills
• Must be a detail-oriented, well-organized self-starter with high energy and creativity
• Must have Series 6 and 63 licenses
• Proficient with Word, Excel, and PowerPoint
• Proven ability to pay attention to detail and multitask
• Frequent travel is required; typically, one/two weeks per month

Job Level: LEVELPF4

Pay Transparency

Salary Range: 80,000 - 100,000

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

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

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

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 volunteerism, supported by the Foundation. Were proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 94477