Associate, Inbound Annuities Sales Specialist

Location Designation: Hybrid - 3 days per week
Business Unit Overview
Be part of a dynamic team within Retail Annuities, pioneering innovative solutions to help people build better retirements. Develop and market diverse annuity products that empower individuals and are distributed across multiple channels. Contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, your efforts directly impact clients' lives and fuel company growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives.
Role Overview:
As an Inbound Annuities Sales Specialist, you will play a key role in supporting the growth of New York Life's annuity business by conducting consultative sales calls with financial advisors and licensed professionals. This entry-level position focuses on building relationships, generating proposals, and providing quality leads, while developing expertise in annuity products and financial strategies. The role offers an excellent opportunity to gain licensing, sharpen communication and organizational skills, and establish a foundation for a successful career in financial sales.
What You'll Do:

• Achieve daily phone metrics.
• Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
• 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, entering copious notes that are current, concise, and helpful to all team members.

What You'll Bring:

• Bachelor's degree and/or equivalent experience - specifically Finance/Business major preferred.
• Fluid communication, problem solving and relationship-development skills.
• Excellent presentation and organizational skills.
• Ability to work independently in a fast-paced environment.
• State Insurance License(s) for resident state within 30 days of hire.
• Need to obtain FINRA Series 6 or 7 and 63/65 or 66 licenses within 120 days of hire.

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Pay Transparency
Salary Range: $58,500 + annual bonus
Overtime eligible: Nonexempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92477