Senior Associate, Individual Disability Internal Wholesaler

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Date: Apr 7, 2021

Location: White Plains, NY, US

Company: New York Life Insurance Co

 

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.

 

 

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.

 

Responsibilities

In a highly competitive and energetic sales environment, you will make proactive phone calls to New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and support agents with closing sales opportunities. While partnering with an External Disability Product Consultant, the Internal Disability Product Consultant is responsible for increasing disability sales within the territory. The Internal Disability Product Consultant is responsible for providing insight and product knowledge via the agency sales desk channel and to collaborate closely with business partners.

 

• Make proactive sales calls to NYL agents in an effort to increase disability sales by uncovering opportunities and developing relationships

• Work closely with the Disability Product Consultants to develop and execute a business plan to maximize territorial sales

• Analyze agent and office sales performance and create a strategic plan to generate growth

• Become an expert in New York Life Disability products and general knowledge of foundational products

• Field inbound calls from agents regarding disability products, case design and identify selling opportunities

 

Qualifications

• Bachelor’s Degree preferred or equivalent work experience

• Prior insurance or investment sales experience

• Must have the ability to work independently and in a team environment

• Excellent oral and written communication skills

• Must have strong relationship building and sales skills

• Must be a detail-oriented, well organized self-starter with high energy and creativity

• Life and Health Insurance License required (or obtain within 90 days from date of hire)

• Series 6 and Series 63 preferred

• Insurance industry designations (i.e. CLU, ChFC, CLTC, DIA, DIF, etc.) preferred

• Proficient with Word, Excel and PowerPoint

• Proven ability to pay attention to detail and multitask

  

Please note: During calendar year 2021, employees of CGI can be considered for open positions within CGI only. Applications from CGI employees for open positions within other New York Life businesses are unable to be considered.

 

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

 

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 our Foundation. 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.J

Job Requisition ID: 83348

 

 


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

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