Zone Prospecting Associate


Date: Oct 8, 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.





The Zone Prospecting Consultant will work closely with all General Office Agency management teams to drive, support and monitor New Org Agent prospecting activity in each General Office throughout one of our four Zones.  This will be accomplished by, but not limited to: (1) Facilitation of Management Skill Builder sessions, (2) Group Instruction and Drill sessions attended by New Org Agents (3) Individual Instruction and Drill sessions for General Office managers and (4) Utilizing reporting functionality in our Salesforce CRM and proprietary data analytic tools. In addition, the Zone Prospecting Consultant will coordinate efforts with members of the Zone management team to identify opportunities to provide added support for the purpose of increasing prospecting and sales in focus/impact General Offices.


Role Overview:

  • Drive, support and monitor New Org Prospecting activity throughout the General Offices in which the Zone Prospecting Consultant is responsible for.
  • Train Field Managers on core prospecting competencies so they can help New Org Agents increase their number of weekly sales appointments
  • Exhibit strong proficiency in gathering and reporting data from our Salesforce CRM and other proprietary data analytic tools.
  • Create prospecting content to be delivered to Field Managers and Agents.


Job Requirements:

  • Minimum 3-5 years relevant experience
  • Comfort with digital tools (e.g., use of CRMs, navigating social media pages)
  • Client prospecting and sales competencies/experience


Ability to analyze week to week/month to month New Org Agent prospecting activity and trends and then recommend steps that GO Managers and Agents can take to continue activity or improve upon low activity.




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

Job Requisition ID: 84178




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

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