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About the Role

The Senior Associate, IDI Wholesaler drives Individual Disability Insurance (IDI) sales by partnering with New York Life General Offices, Managing Partners, Sales Managers, and agents. This role provides product expertise, field training, and strategic sales support to increase production and achieve territory objectives. It involves collaboration with internal wholesalers, business partners, and Home Office teams to execute sales initiatives and gather field feedback. The position requires approximately 50% travel within the assigned territory.

Responsibilities

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.

Requirements

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.
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required.

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.

Location

Fully Remote

Work Type

Full-time

Experience Level

5-10 years

Education Level

Bachelor's degree preferred

Salary/Compensations

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.

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

About the Company

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships.
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.
Due to our mutuality, we operate in the best interests of our policy owners.

Equal Opportunity

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.