Senior Representative, Investment Product Specialist in White Plains, New York | DiversityInc Careers
 

Senior Representative, Investment Product Specialist

New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 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 independent rating agency commentary as of 8/1/17).

 

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.

 

 

Role Overview:

• Field inbound calls from Agents, Field Managers and Product Consultants regarding the technical aspects of the suite of Annuity products including Fixed Annuities, Income Annuities, Variable Annuities and MainStay Mutual Funds for both current products sold and inforce policies/contracts.

• Identify sales opportunities and promote the sale of New York Life Annuities and MainStay Mutual Funds.

• Assist Agents in the sales process by providing product knowledge, hypothetical illustrations and current sales promotions to close the case.

• Pass leads to the Internal Investment Sales Desk.

• Use Morningstar and CDS Thomson software to provide hypothetical and competitive research to Agents.

 

Qualifications:

• Bachelor's degree or equivalent work experience.

• Minimum 2 years relevant experience.

• FINRA Series 6 and 63 or Series 7, Life and Health license required or the ability to attain licenses within 90 days.

• Continually learning new products and staying abreast of product and market.

• Needs the ability to generate Internal Wholesaler lead generation.

• Creates and explains complex illustrations based on product and market knowledge.

• Proficient in Word, Excel, PowerPoint, Morningstar, NYLIS Illustration System, Asset Allocation Tool, Social Security Analyzer, Client Analysis Tool, Agency Portal, Salesforce, Portal Contact System and Rightbridge.

 

Series 6 and Series 7 registrations are required – the Security Industry Essentials Exam is a registration pre-requisite as of October 1, 2018

 

EOE M/F/D/V

 

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