Location Designation: Hybrid - 3 days per week
INBOUND SALES ROLE - PF1
Job Function and Key Responsibilities:
- 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.
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 within 6 months
- Ability to work independently in a fast paced environment.
- Bachelor's degree is required - specifically Finance/Business major preferred.
Job Level: LEVELPF1
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.
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.
Job Requisition ID: 94998
#BI-Hybrid
Skills Required
- Fluid communication, problem-solving, and relationship-development skills
- Excellent presentation and organizational skills
- State insurance license for the resident state within 30 days of hire
- FINRA Series 6 or 7 and Series 63, 65, or 66 licenses within six months
- Ability to work independently in a fast-paced environment
- Bachelor's degree
- Finance or Business major
- FINRA pre-hire fingerprinting for licensed or associated persons
What the Team is Saying
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
