Senior Associate, Internal Wholesaler
New York Life
- White Plains, NY
- $65,000-70,000 per year
- Permanent
- Full-time
- 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.
- Bachelor's Degree preferred or equivalent work experience.
- At least two Executive Councils achieved (New York Life Agents only).
- Prior insurance industry sales experience a plus.
- Must have the ability to work both 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 & sense of time management.
- Must be a detail-oriented and well-organized self-starter with high energy and creativity.
- Must be able to obtain licenses (6 & 63) within 60 days (Series 7 a plus but not required).
- Proficient with Word, Excel, and PowerPoint as well as various internet search techniques.
- Proven ability to pay attention to detail and multitask.