SENIOR ASSOCIATE, Investments, Internal Wholesaler

New York Life
Oct 18, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
New York Life Insurance Company ("New York Life" or "the company") is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.

New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2015 operating earnings of $1.875 billion. Total assets under management at year end 2015, with affiliates, totaled $528 billion. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody's Aaa; Standard & Poor's AA+. (Source: Individual Third Party Ratings Report as of 8/11/15).

Financial strength, integrity and humanity-the values upon which New York Life was founded-have guided the company's decisions and actions for over 170 years.

***General Profile:***

* In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing andmaintaining existing relationships as well as identifying and acquiring new business within their territory tomeet sales goals for New York Life Investment Products.

* The Internal Wholesaler is responsible for providing insight and product knowledge via the sale deskchannels.In this role, you will make proactive phone calls to financial partners to share sales ideas, provideproduct information, gather marketing data and offer sales support as well as identify new salesopportunities.

***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 findselling opportunities.

* Work closely with the Investment Consultants to develop and execute an appropriate business plan tomaximize 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.

***Functional Knowledge:***

* 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 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.




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*Based on revenue as reported by "Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual)," Fortune Magazine, June 15, 2015. See for methodology.

1. Operating earnings is the key measure use by management to track Company's profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US(GAAP), with certain adjustments Company believes to be appropriate as a measurement approach ( non GAAP), primarily the removal of gains or losses on investments and related adjustments.

2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

*Date:* Sep 30, 2016

*Location:* Sleepy Hollow, NY, US

*Company:* New York Life Insurance Co

*Job Segment:* Accounting, Sales Support, Finance, Sales

*Nearest Major Market:* White Plains

*Nearest Secondary Market:* New York City b9014d0f4f9e41f9b085ac2b2