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Form of workLocation Designation: Remote
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
This position will support the Northeastern Zone.
Role Overview
- Responsible for achieving and exceeding the company’s sales goals for Long-Term Care Product Solutions and Individual Disability Insurance by:
- Proactively collaborate with agents, sales managers and business partners to strategize and drive sales-related strategies and tactics for assigned products. Includes regular interaction and coordination across teams to ensure alignment on messaging and execution.
- Provide virtual and field-based sales training to general office management teams and agents through group and individual development exercises.
- Place outbound phone calls to agents as necessary to drive sales and provide support on cases.
- Leverage significant product knowledge of group benefits (including voluntary and supplemental) to drive acquisition and retention of business.
- Drive sales growth through capitalizing on cross-sell opportunities across existing New York Life clients.
- Act as liaison between agents, managers, home office staff and zone team.
- Deliver sales presentations to both agents and clients virtually.
- Introduce new product enhancements to field management and agents.
- Provide reports on a regular basis of field activity; leverage CRM tool to track activity.
- Provide post-sales support as needed.
- Perform planning and administrative tasks.
- Manage travel and entertainment expenses within budget.
- Manage or coordinate special sales projects.
- Perform other duties as assigned.
Qualifications
- Bachelor’s Degree preferred.
- Minimum of 5 years of field experience as an agent, wholesaler, recruiter and/or trainer.
- Current Life and Health license required.
- Series 6 and 63 (obtain within 60 days).
- Insurance industry designations (i.e., CLU, ChFC, CLTC, CASL etc.) strongly preferred.
- Complete understanding of the Long-Term Care and Individual Disability industry and market, our products, and that of our competitors.
- A broad and comprehensive knowledge of the worksite market, with understanding of the sales process and the dynamics of selling employee benefits.
- Complete understanding of insurance agency systems and protocol required.
- Ability to effectively convey our priorities and creatively wholesale our products.
- Motivated and energetic individual with the ability to drive objectives relatively autonomously.
- Excellent communication and presentation skills.
- Travel as needed.
#LI-SV1
#LI-REMOTE
Note: Discretionary bonuses and sales bonuses are not guaranteed, can vary, are governed by applicable plans, and may be pro-rated during the first year of employment.
Salary range: $80,000 - $100,000 (Target Sales Incentive $90,000)
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.
Job Requisition ID: 89719
