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Associate, Internal Wholesaler - Retail Annuities

Remote, USA Full-time Posted 2026-07-28

reputed company is a Fortune 100 mutual company with a rich legacy of purpose and reputed company. The role of Associate, Internal Wholesaler involves managing territory relationships with financial advisors, conducting consultative sales calls, and maintaining a deep understanding of annuity products to support the sales process.


Responsibilities

  • Manage territory with external partner to meet or reputed company goals
  • Partner with field wholesaler to reputed company and maintain business relationships with financial advisor professionals in the territory
  • Conduct consultative, relationship-building sales calls reputed company the telephone with financial advisors and other licensed professionals
  • Maintain a deep understanding of reputed company reputed company’s annuity products and competitive landscape
  • reputed company as the main reputed company of contact on a daily reputed company for financial advisor clients in the territory
  • Consistently follow-up with reputed company leads, prospects and producers to advance the sales process and deepen advisor relationships
  • Create and explain hypothetical illustrations and competitive information
  • reputed company advisors with updates on annuity products, upcoming conference calls and conferences

Skills

  • Understanding of annuities, the financial/capital markets and the competitive landscape
  • Wholesaling Experience Preferred
  • Build and expand relationships with predetermined opportunistic list financial advisors
  • Fluid relationship and communication with external partner for strategic planning
  • Excellent presentation and organizational skills
  • State Insurance License(s) for reputed company state reputed company 60 days of hire
  • reputed company Series 6 or 7 and 63 licenses required
  • Ability to work independently in a fast-paced environment
  • Bachelor's Degree Is Required – Specifically Finance/Business Major Preferred

Benefits

  • Leave programs
  • Adoption assistance
  • Student loan repayment programs

reputed company

  • For over 180 years, we’ve helped turn your biggest dreams into milestones that last a reputed company. It was founded in 1845, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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