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Senior Associate, Life Solutions Consultant - External Wholesaler
Senior Associate, Life Solutions Consultant - External Wholesaler-March 2024
Remote
Mar 30, 2026
About Senior Associate, Life Solutions Consultant - External Wholesaler

Location Designation: [[cust_rolelocationdesignation]]

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

Business Unit Overview

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Role Overview:

The Life Solutions Consultant (LSC) is responsible for achieving and exceeding the assigned territory and individual General Office’s life sales objectives. LSCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales.

This position primarily covers the Pacific Northwest area. The ideal candidate location is in the Greater Seattle / Bellevue, WA area.

What You'll Do:

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

What You'll Bring:

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

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

Excellent communication skills are essential

Ability to build and maintain strong business relationships

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

Understanding of Advanced Markets, a plus

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

#LI-SV1

#LI-REMOTE

Pay Transparency

Salary Range: [[cust_salaryRangePosting]]

Overtime eligible: [[customString6]]

Discretionary bonus eligible: [[cust_merit]]

Sales bonus eligible: [[stockPackage]]

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 Benefits

We 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 here (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524 HR Talent Acquisition Employee Benefits PDFNYLFINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site .

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.Click here to learn more about how we have been recognized for our leadership.

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 volunteerism, supported by the Foundation . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers page of www.NewYorkLife.com .

Job Requisition ID: [[id]]

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