Life Sales Desk Manager


Date: Jun 26, 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


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


The Life Sales Desk Manager will work closely with the National Sales Manager of Internal Sales to ensure day to day issues are dealt with on a timely basis, and that communication is maintained at optimal levels.

  • Manage a team of internal wholesalers to ensure that each internal wholesaler communicates effectively with External Wholesalers by reaching activity metrics on a daily basis.
  • Evaluate the quality of internal wholesaling support provided by Internal Wholesalers by monitoring outbound calls on a regular basis and provide weekly coaching to enhance skills and territory management abilities.
  • Assist in the management effort to ensure effective communication among wholesalers and internal wholesalers aimed at facilitating coordinated sales efforts and cohesive strategies.
  • Work cohesively with sales management to make sure sales goals are achieved through ongoing guidance and support.
  • Hire and train new, as well as existing internal wholesalers to ensure core competencies and continual professional growth.  Retain and develop high quality staff who have the ability and desire to potentially become External Wholesalers.
  • Support the development of sales skills among the Internal Wholesaling staff and ensure ongoing enhancement of their industry and product knowledge through weekly meetings and conferences.
  • Work with the National Sales Manager on strategic initiatives.
  • Facilitate a dynamic sales environment and maintain high levels of motivation among staff.
  • Participate in weekly management calls with management.
  • Will cover the West Central & Pacific Zones.



  • Related undergraduate degree required.
  • NASD Series 6/7, 24/26, and 63 or 66.
  • Demonstrated abilities in coaching a sales organization and accomplishment of sales goals.
  • Extensive knowledge of financial markets and the securities traded in those markets, as well as, quickly assess market trends and identify educational opportunities for the team.
  • Solid organization, communication, and time management skills.
  • Outstanding energy and focus, and drive to achieve results.
  • Excellent interpersonal, leadership and sales skills.
  • Ability to interact effectively and build strong partnerships at all levels of organization.
  • Excellent analytical and problem-solving skills.
  • Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to even changing business demands and expectations.
  • Demonstrated project management skills, including critical thinking and change management.


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




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

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