Job Requisition ID: 94484
Location Designation: Fully Remote
Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.
Role Overview
The Senior Associate, IDI Wholesaler is responsible for driving Individual Disability Insurance (IDI) sales within an assigned territory by partnering with New York Life General Offices, Managing Partners, Sales Managers and agents. This role serves as a trusted sales consultant, delivering product expertise, field training and strategic sales support to increase production and achieve territory objectives. The position works collaboratively with internal wholesalers, business partners and Home Office teams to execute sales initiatives, strengthen relationships and provide feedback from the field. This role requires approximately 50% travel within the assigned territory.
What You'll Do
- Drive Individual Disability Insurance sales across an assigned territory by partnering with General Office leadership, Sales Managers and agents to develop and execute sales strategies that achieve or exceed production goals.
- Deliver product training, sales coaching and business development support through individual and group sessions, helping agents and General Office teams build knowledge and confidence in IDI solutions.
- Build and maintain strong relationships with Managing Partners, General Office leadership, internal disability wholesalers and Home Office business partners to support coordinated sales execution and market growth.
- Monitor sales activity, maintain accurate CRM records, prepare regular field activity reports and manage territory planning, expenses and special sales initiatives to support business objectives.
- Serve as the primary liaison between agents, field leadership, Zone teams and Home Office partners, ensuring effective communication, issue resolution and alignment on priorities.
What You'll Bring
Required Skills
- Bachelor's degree preferred.
- 5–10 years of relevant experience in insurance sales, wholesaling or financial services.
- Life and Health Insurance license required, or the ability to obtain within 90 days of hire.
- Strong knowledge of the insurance marketplace, disability insurance products and competitive offerings, with the ability to effectively position solutions.
- Demonstrated ability to build trusted relationships, influence sales outcomes and collaborate effectively with agents, field leadership and cross-functional business partners.
- Excellent communication, presentation, organization and relationship management skills, with the ability to manage a territory requiring approximately 50% travel.
Preferred Skills
- FINRA Series 6 and Series 63 licenses.
- Industry designations such as CLU, ChFC, CLTC, DIA, DIF or similar professional certifications.
- Experience delivering sales training, coaching or wholesaling support within a career agency distribution model.
- Experience using CRM tools to manage sales activity, pipeline and reporting.
Job Level: LEVELPF4
Pay Transparency
Salary Range:
Overtime eligible: Exempt
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 here to 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: 94484
