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New York Life Insurance Company · 1 day ago

External Wholesaler, Life Solutions Consultant

California, United States

Full-time

Onsite

Mid, Senior Level

$80K/yr - $100K/yr

5+ years exp

New York Life Insurance Company is a longstanding institution dedicated to fostering financial security through its agency distribution system. The Life Solutions Consultant is responsible for driving life insurance sales by equipping agents with necessary tools and training, while building strong business relationships.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships

Develop a strong command of New York Life’s life insurance products and sales processes

Provide case development and design support

Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets, and tax issues of life products

Deliver sales presentations to both agents and clients

Provide sales support and product information through individual face-to-face meetings as well as large group sessions

Proactively work with management

Qualification

Life Insurance knowledgeWholesaling experienceSales process understandingCLU certificationCFP certificationCommunication skillsRelationship buildingLife licenseSeries 6 registrationSeries 7 registrationSeries 63 registrationAdvanced Markets understanding

Required

Bachelor's Degree preferred and/or equivalent experience

Motivated and energetic individual with the ability to drive objectives relatively autonomously

Approximately 5 years of wholesaling experience in Life products

A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products

Excellent communication skills are essential

Ability to build and maintain strong business relationships

Life license, Series 6 or Series 7 and Series 63 registrations

Frequent travel is required, typically 50%; potentially up to 100% of the time

Preferred

Industry recognized designations such as CLU, CHFC, CFP are highly desirable

Understanding of Advanced Markets, a plus

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)