New York Life Insurance Company · 18 hours ago
Senior Associate, Advanced Income Solutions Analyst
New York, NY
Full-time
Hybrid
Mid, Senior Level
$81K/yr - $116K/yrNew York Life Insurance Company is a Fortune 100 mutual company with a long-standing legacy of purpose and integrity. They are seeking a Senior Associate for their Advanced Income Solutions team, responsible for providing expert product knowledge and sales support related to annuity offerings.
FinanceFinancial ServicesInsurance
Responsibilities
Serve as a subject matter expert on all New York Life annuity offerings, including Immediate and Deferred Income Annuities, Fixed Deferred Annuities, and Variable Annuities
Provide advisors and agents with competitive intelligence on NYL annuity products using resources such as Morningstar Annuity Intel, Beacon, and Wink Intel
Respond promptly to advisor and agent inquiries via phone and email, offering subject matter expertise and competitive product information
Support product consultants and internal/external wholesalers involved in annuity sales and distribution. This includes participating in joint calls and providing advanced income solutions expertise
Travel as needed with Agency Sales, TPD Wholesaling, and Relationship Management teams to represent annuity products
Oversee the large-case acceptance process, coordinating with actuarial pricing and compliance teams, and communicating outcomes to the sales team
Conduct annuity training sessions for business areas across the enterprise, including onboarding programs for new hires
Use in-house administrative systems for policy research and to support annuity sales tools
Assist with ad hoc requests from product, technology, pricing, and other business units to ensure smooth operations
Qualification
Required
Series 6 or 7, 63 or 66, and Life & Health Insurance licenses
Bachelor's degree or equivalent work experience
Strong knowledge of annuity products and marketing experience preferred
Ability to work independently and collaboratively in flexible team environments
Self-motivated, with strong problem-solving and troubleshooting skills
Excellent writing, communication, and presentation abilities
Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce
Strong knowledge of retirement income products and industry
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
Founded in 1845
10001+ employees
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 StageLeadership Team
Craig DeSanto
CEO
Don Vu
Senior Vice President, Chief Data & Analytics Officer
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
Company data provided by crunchbase