Development Manager

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Date: Jun 18, 2019

Location: Waltham, MA, 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 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 for Development Manager in the Boston GO

  • Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety.
     
  • Work with the Managing Partner to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Office. 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 Office, 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.

 

Qualifications

  • 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)
  • 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 at least one of the following: CASL, CLF, MSFS, MSM, or CFP
  • Demonstrated the ability to assist in the development of another DM through mentoring
  • Demonstrated ability to work with Established Agents to improve their business

 

 Experience

  • 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)
  • Can lead a one–on–one Agent Development Meeting with recruiters

EOE M/F/D/V

 

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Nearest Major Market: Waltham
Nearest Secondary Market: Boston

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