Enrollment Consultant


Date: May 12, 2022

Location: Remote, PA, US

Company: New York Life Insurance Co


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.





Role Summary


The Enrollment Consultant will serve as the enrollment subject matter expert on all aspects of enrollment to the field. This role is responsible for creating and training on education of enrollment tools, planning and execution of target enrollments, understanding enrollment market trends, and to help the field drive growth and make enrollment a core competency.    




  • Create and maintain strong relationships with Sales and Client Management.  Establish role as go to resource for enrollment questions, support, and partner to enable growth.
  • Evaluate current training needs and/or knowledge gaps for given markets.  Create and deliver training on enrollment planning, execution, marketing and tools.
  • Create enrollment case studies and guidelines on which enrollment strategies will be the most successful in driving enrollment results.
  • Immerse into local broker and client discussions and understand market needs; utilize data to project future needed capabilities, training, and support.  Participate on large case and broker calls to speak to enrollment capabilities.  Source out new enrollment tools that will complement our current and future enrollment suite.  Identify solutions and pilot on identified cases to test value.
  • Collaboration with internal partners on client enrollment process including implementation of the enrollment strategy to post enrollment event wrap-up to drive increase of participation and premium.
  • Continued development and maintenance to our enrollment toolkit.
  • Work with marketing to keep our enrollment marketing pieces relevant and with market and client’s needs.





  • A Bachelor’s degree strongly preferred.
  • 5+ years in enrollment and/or group insurance.
  • Have current market knowledge of a broad variety of enrollment practices, marketing and tools.
  • Superior knowledge of group employee benefits, including subject matter expertise in the areas of Voluntary products that include life, accident and disability policies, as well as accidental injury, hospital indemnity, and critical illness insurance.
  • Experience servicing voluntary or contributory lines, as well as conduction and leading enrollment events is strongly preferred with a solid understanding of sales, implementation, and enrollment processes.
  • Aptitude to effectively build and maintain partnerships with internal and external partners.
  • Solid analytical skills with the ability to drive execution, initiate action and follow-ups to successful completions.
  • Proven track record of managing administrative functions to ensure quality and consistency.
  • Exceptional verbal, written and communication skills
  • Strong organizational and time management skills
  • Ability to travel within assigned territory, including periodic overnight travel is 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: 86568




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