Role Overview:
The Advanced Income Solutions Specialist - Retail Annuities (AIS) is responsible for delivering expert product knowledge and sales support to field agents and intermediary sales teams. This includes providing competitive analysis, assisting with large case reviews, and presenting New York Life's annuity solutions to internal and external sales partners.
What You'll Do:
• 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.
What You'll Bring:
The ideal candidate possesses comprehensive knowledge of annuity products and the broader retirement income industry. They should understand both product features/benefits and contractual policies. The candidate must be high-energy, adaptable, team-oriented, and demonstrate strong written and verbal communication skills.
Willingness to travel nationwide is required in order to deliver formal presentations on annuity solutions to agents and advisors.
Required Qualifications:
• 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
Pay Transparency
Salary Range: $79,000-$113,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
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: 92758
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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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Employees engage in a combination of remote and on-site work.
