Inbound Sales Associate - Retail Annuities
New York , New York
October 17, 2017

New York Life Insurance Company (“New York Life” or “the company”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.


New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion.  As of year-end 2016, New York Life’s surplus was $23.336 billion**.  New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).


Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.




  • 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, 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 7 and 63/65 or 66 licenses need to obtain licenses within 120 days of hire/promotion.
  • Ability to work independently in a fast paced environment.
  • Bachelor’s degree is required – specifically Finance/Business major preferred

General Profile

  • Performs routine assignments in the entry level to a professional job progression
  • Typically requires a college or university degree or the equivalent work experience that provides fundamental knowledge and exposure to fundamental principles and concepts
  • Develops competence by performing structured work assignments
  • Uses existing procedures to solve routine or standard problems
  • Receives instruction, guidance and direction from others


Functional Knowledge 

Develops general knowledge of NYLs businesses.

Problem Solving

Uses existing procedures and education and/or equivalent experience to solve standard problems; analyzes information and standard practices to make judgments

Decision Making/ Nature of Impact

Has limited decision-making authority; works within standardized procedures and practices to achieve objectives and meet deadlines

Communication Requirements

Exchanges straightforward information, asks questions and checks for understanding




If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.


*Based on revenue as reported by “Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 17, 2016.  See  for methodology.

**Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company’s long-term financial strength and stability and is presented on a consolidated basis of the company.


1. Operating earnings is the key measure use by management to track Company’s profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.


2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

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