Senior Associate, Long Term Care Solutions- External Wholesaler


Date: May 18, 2019

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


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.


Role Overview

Promote Long Term Care Insurance (LTC), Asset Preserver, and Chronic Care Rider sales through New York Life career agency in specific General Offices (GO).  This position can be located in Kansas City, Denver or Minneapolis.


  • Deliver LTC, AP, and CCR sales training to GO management staff and agents, through group, field and individual development exercises
  • Provide support and guidance to GO staff and agents to increase LTC sales and attain goals
  • Increase LTC, AP, and CCR sales in assigned offices to achieve Company sales goals
  • Act as liaison between agents, Home Office staff and LTC staff
  • Provide written reports on a regular basis of field activity
  • Manage travel and entertainment expenses within budget
  • Manage or coordinate Special Sales Projects
  • Perform other duties as assigned



  • Bachelor's Degree preferred
  • Minimum of 4 years closely related work experience in the insurance field may be substituted for college degree
  • At least 4 years of field experience as an agent, wholesaler, or trainer in the insurance industry required
  • Current Life and Health Insurance License required
  • Insurance industry designations (i.e. CLU, ChFC, CLTC, CASL etc) strongly preferred
  • Detailed understanding of the LTC industry and market, our products, and that of our competitors is highly desired
  • Thorough grasp of insurance sales and closing techniques required
  • Complete understanding of insurance agency systems and protocol required
  • Professional presentation experience to all size groups required
  • Minimum 70% travel



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