Senior associate, long term care external wholesaler

Job Requisition ID: 95349

Location Designation: Fully Remote

At New York Life, our career Agency distribution system is at the heart of how we help individuals, families, and businesses build financial security and prepare for the future. More than 12,000 agents across the United States work with clients to deliver insurance and financial solutions tailored to their needs.

Our Agency organization is supported by General Offices across the country, Zone leadership teams, and Home Office partners who provide strategy, training, marketing, product expertise, and field support.

As a Senior Associate, Long Term Care External Wholesaler, you will play an important role in helping our agents and field leaders grow their long-term care business. Working directly with assigned General Offices, you will provide product expertise, sales support, training, and coaching focused on New York Life's Long Term Care solutions, including NYL Secure Care, NYL MyCare & our linked benefit solution Asset Flex.

This is an opportunity for an experienced insurance professional who enjoys being in the field, building trusted relationships, developing sales talent, and helping advisors identify solutions that address clients' long-term care and financial planning needs.

Location: This position will support New York Life's Pacific Zone, with candidates located in California, Oregon, Washington, or Arizona preferred.

What You'll Do

• Drive Long Term Care Sales Growth
• Partner with General Office leadership, field managers, and agents to increase awareness and sales of Long Term Care Solutions including NYL Secure Care, NYL MyCare & our linked benefit solution Asset Flex.
• Develop and execute strategies within assigned offices to help achieve sales objectives.
• Identify opportunities to expand Long Term Care conversations as part of agents' broader client planning discussions.

Develop and Support the Field

• Deliver engaging Long Term Care and Asset Flex sales training for agents, managers, and General Office staff.
• Provide group, field-based, and individual coaching designed to strengthen product knowledge and sales effectiveness.
• Serve as a resource to agents throughout the sales process, helping them navigate product positioning, client conversations, and sales opportunities.
• Share effective practices and competitive insights that help agents confidently position Long Term Care solutions.

Build Strong Partnerships

• Develop trusted relationships with General Office leadership, agents, and key Home Office partners.
• Serve as a liaison between the field, Home Office teams, and Long Term Care partners to help address questions, opportunities, and business needs.
• Represent Long Term Care solutions at field meetings, training programs, and sales events.

Manage the Business

• Monitor field activity and provide regular reporting on sales initiatives, opportunities, and results.
• Manage travel and business expenses within established budgets.
• Lead or coordinate special sales initiatives and projects as needed.

What You'll Bring

• Bachelor's degree preferred.
• 4+ years of insurance industry experience as an agent, wholesaler, sales professional, or trainer.
• Current Life and Health Insurance License required.
• FINRA Series 6 and 63 preferred.
• Professional designations such as CLU, ChFC, CLTC, or CASL strongly preferred.
• Strong knowledge of the Long Term Care insurance market, including industry trends, products, and the competitive landscape.
• Demonstrated understanding of insurance sales, prospecting, client conversations, and closing techniques.
• Familiarity with insurance agency distribution systems, field operations, and sales processes.
• Strong presentation and facilitation skills with the ability to engage audiences ranging from individual agents to larger groups.
• Strong relationship-building and communication skills with the ability to influence and support professionals across multiple levels of an organization.
• Ability to work independently while effectively partnering with field and Home Office teams.
• Willingness and ability to travel approximately 70% within the assigned territory.

What Makes This Opportunity Compelling

This role offers the opportunity to combine insurance expertise, sales coaching, relationship management, and field leadership in a position that directly supports New York Life's agents and clients. You'll work closely with agents and field leaders across the Pacific Zone, helping them strengthen their Long Term Care capabilities and have more effective conversations with clients about one of the most important financial planning challenges families may face. For someone who enjoys being in the field, developing relationships, coaching sales professionals, and helping drive business growth, this role provides an opportunity to make a meaningful impact across a broad territory.

Pay Transparency

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.

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

Company Overview

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.

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

Our Commitment to Inclusion

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

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 of www.NewYorkLife.com.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.