Development Manager


Date: Aug 25, 2021

Location: Bala Cynwyd, PA, US

Company: New York Life Insurance Co


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.




New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 116 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.


Role Overview

  • Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety in both offices


  • Work with the Managing Partners to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Offices. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.


  • Sales promotion. Assisting in the communication to agents of General Offices, Zone and Home Office promotions. Assisting agents with case preparation and in the field conducting Field Observation and Demonstration as well as assisting in presenting and closing sales. In addition, lead the implementation efforts of Field Development System, NYLIC U, and digital adoption with agents and managers in GO.


Role Expectations

  • Support Multiple General Offices – 80% Constitution GO and 20% Greater Philadelphia GO
  • Expectations to support in person and virtual
  • Coach and supervise Development Managers in the assigned General Offices
  • Strong focus on driving Digital Adoption metrics
  • Multiple General Office support subject to change




  • Valid State Life and Health Licenses
  • FINRA Registrations, Series 6, 63, 26
  • Strong Knowledge of Sales Central and Marketing Central
  • Excellent written and oral communication skills
  • Excellent knowledge of the Life Product Line
  • Excellent facilitation skills
  • Proficient and able to effectively facilitate NYLIC U Blended Learning and Critical Selling Skills
  • Good skills in the proper use of the FDS system (PRP, IID, FOD)
  • Proficient in Guide Me
  • The ability to lead one-on-one agent development sessions with other members of the management team
  • Case development skills to assist agents in making sales in Middle and Advanced Markets
  • Hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designation and pursue CLF Designation upon hire
  • Demonstrated the ability to assist in the development of another DM through mentoring
  • Demonstrated ability to work with Established Agents to improve their business




  • 2 years council qualification as an agent or equivalent
  • Effectively implemented NYLIC University and Critical Selling Skills for agents and managers at the GO level
  • Completed NYLIC University Blended Learning Curriculum
  • Completed all required Development Manager schools
  • Strong Proficiency in Sales Central
  • Demonstrated good skills in all areas of FDS Development (PRP, IID, FOD)
  • Demonstrated strong leadership Skills
  • Can lead a one–on–one Agent Development Meeting with recruiters



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 our Foundation. 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

Job Requisition ID: 83908




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