WhitePlainsRecruiter Since 2001
the smart solution for White Plains jobs

Senior Associate, Investment Internal Wholesaler

Company: New York Life
Location: White Plains
Posted on: August 16, 2019

Job Description:

Senior Associate, Investment Internal Wholesaler Date: Jul 24, 2019 Location: White Plains, NY, US Company: New York Life Insurance Co A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit LinkedIn, our Newsroom and the Careers page of *******************. General Profile: In partnership with the External 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. The Internal Wholesaler is responsible for providing insight and product knowledge via the sale desk *********** 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. Responsibilities Include: - 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. - Work closely with the Investment Consultants to develop and execute an appropriate business plan to maximize territorial sales. - Become a specialist in New York Life Investment products. - Identify and convert dormant responsibilities into producing representatives. - Assist in training of new associates. Functional Knowledge: - Bachelor's Degree preferred or equivalent work experience. - Prior investment sales experience a plus. - Must have the ability to work independently and in a team environment. - Posses excellent oral and written communication skills and interpersonal and customer service skills. - Must have strong relationship building skills. - Must be a detail-oriented, well organized and self starter with high energy and creativity. - Series 6 or 63 preferred or must obtain with 60 days - Proficient with Word, Excel and PowerPoint as well as various internet search techniques. - Proven ability to pay attention to detail and multitask. EOE M/F/D/V 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: **************. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Social Media, Outside Sales, Investment, Sales Support, Marketing, Sales, Finance

Keywords: New York Life, White Plains , Senior Associate, Investment Internal Wholesaler, Accounting, Auditing , White Plains, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Banking Analytics Manager
Description: A career in our Analytics Technology practice, within Data and Analytics Technology services, will provide you with the opportunity to help organisations uncover enterprise insights and drive business (more...)
Company: PwC
Location: New York
Posted on: 08/24/2019

Financial Services Strategy Manager: Organization Strategy
Description: br A career within Organisation Strategy services, will provide you with the opportunity to develop, design, and implement organisational transformation to improve performance and generate lasting (more...)
Company: PwC
Location: East Elmhurst
Posted on: 08/24/2019

Tax Associate
Description: Accouting Graduates
Company: FLSV
Location: Garden City
Posted on: 08/24/2019


Tax Correspondent
Description: Law360 is seeking talented journalists to join our growing team covering federal, international and state local tax news. Correspondents will cover legislation, regulation and legislation of interest (more...)
Company: LexisNexis
Location: New York
Posted on: 08/24/2019

Data Scientist - Machine Learning Fraud Analytics - Manager
Description: A career in our Investigative Analytics practice, within Forensics Technology services, will provide you with the opportunity to help our clients protect their business in today's evolving landscape by (more...)
Company: PwC
Location: Franklin Square
Posted on: 08/24/2019

Tax Managers
Description: RESPONSIBILITIES:Kforce has a client that is seeking Tax Managers in New York, New York NY . br br Summary: br br Leading regional CPA/Tax consulting firm seeks two Managers able to assume full (more...)
Company: Kforce
Location: New York
Posted on: 08/24/2019

Data Scientist - Investigative Analytics - Senior Associate
Description: A career in our Investigative Analytics practice, within Forensics Technology services, will provide you with the opportunity to help our clients protect their business in today's evolving landscape by (more...)
Company: PwC
Location: Cambria Heights
Posted on: 08/24/2019

Financial Services Strategy Manager: Corporate and Business Strategy
Description: br A career within Corporate and Business Strategy services, will provide you with the opportunity to help our clients solve their toughest problems and seize essential advantages by defining and evaluating (more...)
Company: PwC
Location: New York
Posted on: 08/24/2019

SAP GRC Security Lead - Risk Solutions
Description: A career in our SAP Risk Assurance practice, within Information Technology Risk Assurance services, will allow you to develop and apply strategies that help clients leverage enterprise technologies so (more...)
Company: PwC
Location: Old Westbury
Posted on: 08/24/2019

Private Equity Value Creation: Senior Manager
Description: br A career within Corporate and Business Strategy services, will provide you with the opportunity to help our clients solve their toughest problems and seize essential advantages by defining and evaluating (more...)
Company: PwC
Location: New York
Posted on: 08/24/2019

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

White Plains RSS job feeds