Senior Associate, External Business Solutions Consultant

Location Designation: Fully Remote 

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.

Business Unit Overview
Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

**This position will support the South Central Zone and the ideal candidate location is within this region. **

What You'll Do:

• Responsible for achieving and exceeding the company’s sales goals for Employee Whole Life (EWL) and Employee Benefits (EB) sales 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 product knowledge of EWL and EB 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.

What You'll Bring:

• Bachelor’s degree and/or equivalent experience.
• 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 EWL and EB 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. (20 - 30%). 

**This position will support the South Central Zone and the ideal candidate location is within this region. **

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Pay Transparency

Salary Range:  $80,000 - $100,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 91181