Welcome to New York Life, one of the largest and most respected mutual life insurance companies in the world. We are currently seeking a driven and dynamic External Wholesaler to join our team. As an External Wholesaler, you will play a crucial role in driving sales and building relationships with financial advisors and institutions. With our strong reputation and comprehensive product portfolio, you will have the opportunity to make a significant impact on our business and the lives of our clients. We are looking for candidates with a strong sales background, exceptional communication skills, and a passion for helping others achieve financial security. If you are a self-starter who thrives in a fast-paced and collaborative environment, we would love to hear from you.
- Develop and execute a strategic sales plan to drive business growth and achieve sales targets.
- Cultivate and maintain strong relationships with financial advisors and institutions to promote and sell New York Life's products and services.
- Act as a subject matter expert on New York Life's product portfolio and provide guidance and education to financial advisors and institutions.
- Utilize networking and prospecting techniques to identify and acquire new business opportunities.
- Conduct presentations and seminars to educate potential clients on the benefits of New York Life's products and services.
- Collaborate with internal teams, such as marketing and product development, to ensure a cohesive and effective sales strategy.
- Keep up-to-date with market trends, competitor activities, and industry regulations to inform sales strategies and maintain a competitive edge.
- Prepare and submit timely and accurate sales reports and forecasts.
- Provide exceptional customer service to financial advisors and institutions, addressing any inquiries or concerns in a timely and professional manner.
- Continuously seek out opportunities for professional development and growth within the company.
Strong Sales Skills: As An External Wholesaler At New York Life, You Will Be Responsible For Generating New Business And Maintaining Relationships With Existing Clients. This Requires A Proven Track Record Of Successful Sales Experience.
In-Depth Knowledge Of Financial Products: New York Life Offers A Wide Range Of Financial Products, Including Life Insurance, Retirement Planning, And Investment Options. As An External Wholesaler, You Must Have A Thorough Understanding Of These Products In Order To Effectively Sell Them To Clients.
Excellent Communication And Interpersonal Skills: Building Relationships With Financial Advisors And Clients Is A Key Aspect Of The External Wholesaler Role. You Must Have Exceptional Communication And Interpersonal Skills To Effectively Convey The Benefits Of New York Life's Products And Services.
Proven Track Record Of Meeting Sales Targets: New York Life Is A Highly Competitive Company, And As An External Wholesaler, You Will Be Expected To Meet And Exceed Sales Targets. A Successful Candidate For This Role Will Have A Demonstrated History Of Meeting And Exceeding Sales Goals.
Series 6 Or 7 License: In Order To Sell New York Life's Financial Products, You Must Have A Valid Series 6 Or 7 License. This Shows That You Have The Necessary Knowledge And Qualifications To Sell Securities And Investment Products.
Communication Skills
Networking
Time Management
Marketing
Lead Generation
Product knowledge
Presentation skills
Negotiation
Relationship Building
Territory management
Sales Strategy
Client Retention
Communication
Conflict Resolution
Leadership
Time management
creativity
flexibility
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a External Wholesaler is $80,000 to $120,000 per year. The salary can vary depending on the industry, location, and experience level of the individual. Factors such as commission and bonuses can also impact the overall salary for this position.
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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.
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