Corporate Vice President - Agent Market

Date: May 4, 2019

Location: White Plains, 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.

This role will assist in the design, development and implementation of prospecting strategies and associated resources aimed at empowering New York Life Field Managers to guide Agents to secure prospects through warm market niches. We are looking for an outstanding individual with strong leadership skills, excellent intellectual and analytical capabilities, pragmatic problem-solving skills, strong communications and influencing capabilities, and a passion to effect change across the organization.

Role Overview

  • Empower New York Life Field Managers to guide Agents to secure prospects through targeted marketing efforts

‒ Build resources and processes to support new agents in identifying and developing warm target market opportunities, by leveraging word and mouth and 21st century digital marketing tools

  • Help develop, build and deploy turnkey resources to increase name flow through target marketing efforts

‒ Processes with ready-to-use materials and learning and development programs

‒ Optimize target market relevant agent lead generation investments and plan efforts accordingly

‒ Determine costs and benefits associated with agent market development efforts and prioritize

‒ Measure impact of initiatives and programs on production and retention vs. KPIs

  • Collaborate with the other functions within the Field Prospecting Sourcing Group to ensure an effective alignment and execution of the consumer sourcing initiatives

‒ Ensure target market sourcing efforts chosen can be followed by logical/relevant approaching & nurturing initiatives

‒ Ensure any related lead generation initiatives are delivered to the field with accompanied training and could be leveraged into our CRM activation efforts

 

Qualifications

  • Bachelor’s Degree prefrred
  • Minimum of 5-7 years’ experience with 3+ years in relevant industry, sector, business area.  Experience in the insurance industry preferred
  • Proficient in PowerPoint and Excel
  • Experience operating within a SalesForce CRM environment supporting a field sales team
  • Experience with the client acquisition lifecycle (consumer, prospect, client) and with building prospecting strategies and tactics for agents/advisors to grow their book of business  
  • Ability to partner with other departments (e.g., Marketing) to operationalize high-value demographics (e.g., mature affluent) by helping to identify local networks of connected individuals and build programs/ tools to support the development of these networks
  • Experience with identifying types of events that could help to develop warm markets, generate leads, and leveraging KPI/analytics to measure effectiveness

 

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EOE M/F/D/V

 

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Nearest Major Market: White Plains
Nearest Secondary Market: New York City

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