Associate, Investment Internal Wholesaler
The Internal Wholesaler is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals for New York Life Investment Products. In this role, you will make proactive phone calls to financial partners to share sales ideas, provide product information, gather marketing data and offer sales support as well as identify new sales opportunities. Fielding of inbound calls from agents in regards to investment products and identifying selling opportunities. Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities. Become a specialist in New York Life Investment products. Identify and convert dormant responsibilities into producing representatives.
Prior investment sales experience a plus.
Must have the ability to work independently and in a team environment.
Series 6 or 63 preferred or must obtain with 60 days
Proven ability to pay attention to detail and multitask.
MS Excel
MS Word
MS PowerPoint
Customer Service skills
Record Keeping Skills
Time Management Skills
Verbal communication
written communication
Detailed Planning
Adaptability
Problem Solving Skills
Process Oriented
According to JobzMall, the average salary range for a Associate, Investment Internal Wholesaler in 44 S Broadway, White Plains, NY 10601, USA is $60,000 to $120,000 per year. This salary range is based on the experience, qualifications, and skills of the individual.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started