Inbound Sales Specialist
New York Life - New York, NY

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New York Life/Mainstay Investments is responsible for providing solutions to investor's retirement income needs by marketing Fixed and Immediate Annuities, Mutual Funds and SMA's to third party distributors in banks and broker dealers.

Our goal is to establish and strengthen relationships with our third party distributors by educating them about the value of offering their clients products with long term guarantees.

To accomplish this, New York Life provides our third party partners with necessary sales tools and ideas needed to educate investors about the importance of having a retirement income portfolio.

Responsibilities include: *

Building and expanding relationship with brokers by becoming a marketing resource. As a marketing resource, we will offer sales ideas and product information that will promote the sales of NYL Annuities, Mutual Funds and SMA's. *
Identify sales opportunities on inbound calls from brokers and creating new ones. *
Conduct ongoing competitive analysis by calling other insurance companies that sell annuities in the bank and broker dealer channels. *
Provide feedback on product and services from brokers to inform management about changes in the marketplace including new competition. *
Assist in training of new Inbound Specialist *
Utilize Sales Reporting and contact management systems. *

Must have the ability to sell over the telephone. *
Knowledge of the financial services industry. *
Experience in building and maintaining client relationships. *
Strong knowledge of Mutual Funds, annuity products and services. *
State Insurance License(s) for resident state within 90 days of hire. *
FINRA Series 7 and 66 licenses required within 90 days of hire. *
Bachelors degree is required

- specifically Finance/Business major preferred. * Knowledge of sales process/relationship selling is a prerequisite for the position.

New York Life - 17 months ago - save job - block
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About this company
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New York Life Insurance has been providing life insurance policies in the Big Apple since it was a tiny seed. While the top mutual life...