When you join New York Life, youre joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

Job Function and Key Responsibilities:

* Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals

* Achieve daily phone metrics

* Generate hypothetical/proposals for advisors for the suite of NYL Annuity products

* Provide quality leads to internal and external wholesalers to achieve accelerated growth of Annuity sales

* Articulate annuity products and objectives, discuss financial and portfolio strategies

* Act as a true steward of the CRM System Salesforce, entering copious notes that are current, concise and helpful to all team members

Required Qualifications:

* Fluid communication, problem solving and relationship-development skills

* Excellent presentation and organizational skills

* State Insurance License(s) for resident state within 30 days of hire

* FINRA Series 6 or 7 and 63/65 or 66 licenses need to obtain and are required for the role

* Ability to work independently in a fast paced environment

* Bachelors degree is required specifically Finance/Business major preferred

Recognized as one of *Fortunes* Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our . We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit , our and the page of .

Job Requisition ID: 85601