Apogem Capital · 3 days ago
Senior Associate, Internal Wholesaler
White Plains, NY
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $70K/yrApogem Capital is part of New York Life, where dedicated individuals connect with clients and build lifelong relationships. The Senior Associate, Internal Wholesaler is responsible for developing and maintaining relationships with agents, identifying new business opportunities, and providing sales support. This role involves making proactive sales calls, collaborating with external consultants, and assisting in training new associates.
Financial Services
Responsibilities
Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities
Fielding of inbound calls from agents in regard to New York Life solutions and identifying selling opportunities
Work closely with the External Consultants to develop and execute an appropriate business plan to maximize territorial sales
Become a specialist in one of the New York Life Solution areas including: Life Insurance, Annuities & Investments, Long Term Care & Individual Disability Income, Business Solutions/EWL
Identify and convert dormant agents into producing representatives
Assist in training of new associate
All other duties, as required by management team
Qualification
Required
Must have active licenses (6 & 63) (Series 7 a plus but not required)
Must currently be proactive and at least two Executive Councils preferred (New York Life Agents only)
Must have the ability to work both independently and in a team environment
Possess excellent oral and written communication skills and interpersonal and customer service skills
Must have strong relationship building skills & sense of time management
Must be a detail-oriented and well-organized self-starter with high energy and creativity
Proficient with Word, Excel, and PowerPoint as well as various internet search techniques
Proven ability to pay attention to detail and multitask
Preferred
Bachelor's Degree preferred or equivalent work experience
Prior insurance industry sales experience a plus
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
Founded in 2022
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Josh Niedner
Chief Executive Officer
Recent News
AltAssets Private Equity News
2025-11-26
2025-11-24
Company data provided by crunchbase