Job Requisition ID: 94484
Location Designation: Fully Remote
Role OverviewThe 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 BringRequired 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: LEVELPF4Pay TransparencySalary 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 BenefitsWe 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 hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Job Requisition ID: 94484
