Senior Associate, Internal Wholesaler jobs in United States
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New York Life Insurance Company · 4 days ago

Senior Associate, Internal Wholesaler

New York Life Insurance Company is a leading provider in the insurance industry, dedicated to fostering financial security and building relationships. The Internal Wholesaler is responsible for developing and maintaining relationships with agents, identifying new business opportunities, and providing sales support to meet sales goals.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

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

Active licenses (6 & 63)Insurance industry sales experienceBachelor’s DegreeProficient with WordExcelPowerPointCommunication skillsRelationship building skillsDetail-orientedTeamwork abilityTime managementSelf-starter

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

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Craig DeSanto
CEO
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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Company data provided by crunchbase