Senior Associate, External Wholesaler - Annuities; NC and SC

Location Designation

Hybrid - 1 day per quarter

Our External wholesaler is responsible for representing New York Life annuity products through Wire House, Independent and Bank advisors in specific territories. Preferred location for this role is Charlotte area but must live in NC or SC to apply.

• Work to develop sales of Immediate, Fixed Deferred, Indexed and Variable annuities in an existing territory
• Generate sales
• Develop a business plan to maximize market share, assets and profitability for assigned territory
• Present New York Life products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to its competitors
• Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics
• Work closely and communicate effectively with Sales Management
• Drive a full schedule of appointments. Utilization of our contact management system (Salesforce) for activity
• Manage travel and expense budget to assigned amount
• This role will cover the following territories:
  North Carolina and South Carolina

• 5+ years of related sales and industry experience
• College Degree Preferred
• FINRA 7, 63 and State Life Insurance license
• Requires in-depth knowledge and experience
• Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures
• Experience with Salesforce and Concur strongly preferred

Please note:

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Salary Range: $80,000 - $100,000

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.

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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 the Careers page of

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.  to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

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.  

to learn more about New York Life’s leadership in this space.