Senior Associate, Internal Sales - Eagle Strategies

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Date: Jan 7, 2021

Location: New York, NY, US

Company: New York Life Insurance Co

 

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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.

 

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 117 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.

 

Responsibilities

  • Assist inbound callers with prospect development requests (proposals, positioning, etc.)
  • Make proactive sales calls on a daily basis with advisers to strengthen relationships and find opportunities
  • Generate proposals and coach advisers on how to present to prospective clients.
  • Educate Advisers on the various programs and money managers available on the platform
  • Conduct webinars and/or other presentations on content ranging from skills to product education and proposal creation
  • Drive Home Office campaigns (call Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business)
  • Develop and maintain relationships with Advisers in their territory
  • Manage activity via our contact management system
  • Drive sales of the wealth management managed money platforms
  • Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need

 

Qualifications

  • Bachelor's degree preferred
  • Prefer 5+ years working in the financial services industry
  • Proven ability to pay attention to detail and multitask
  • Knowledge of capital markets
  • Series 7 & 66 a must (63 & 65 -can acquire on the job)
  • Interest in financial services

EOE M/F/D/V

 

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Job Requisition ID: 83001 


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