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About the Role

In a competitive sales environment, you will partner with External Life Product Consultants to increase life sales by sharing sales ideas, providing product information, identifying sales opportunities, and assisting with client meetings. You will provide insight and product knowledge to agents.

Responsibilities

• Make proactive sales calls to NYL agents to increase life sales by uncovering opportunities and developing relationships.
• Work closely with Life 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 Insurance products.
• Field inbound calls from agents regarding life products, case design, and selling opportunities.

Requirements

• Bachelor’s Degree preferred and/or equivalent work experience.
• 5+ years of prior insurance or investment sales experience.
• Ability to work independently and in a team environment.
• Strong relationship building and sales skills.
• Detail-oriented, well-organized self-starter with high energy and creativity.
• Proven ability to pay attention to detail and multitask.
• Frequent travel is required; typically, one/two weeks per month.
• FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required.

Skills

• Excellent oral and written communication skills.
• Series 6 and 63 licenses.
• Proficient with Word, Excel, and PowerPoint.

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• 5+ years of prior insurance or investment sales experience

Education Level

• Bachelor’s Degree preferred and/or equivalent work experience

Salary/Compensations

• 80,000 - 100,000

Benefits

• Full package of benefits including leave programs, adoption assistance, and student loan repayment programs.

About the Company

• New York Life's Agency distribution system is the cornerstone of the company, where dedicated individuals connect with clients and build lifelong relationships.
• 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 the Foundation.
• Due to its mutuality, New York Life operates in the best interests of its policy owners.

Equal Opportunity

• Fostering an inclusive workplace is fundamental to who we are and how we serve our communities.
• Longstanding commitment to creating an environment where individuals can contribute their best and succeed together.
• Foundation rooted in core values of humanity and integrity, ensuring every employee feels valued and supported.
• Embracing a broad range of perspectives and experiences achieves greater success and fulfills the promise of providing financial security and peace of mind to families across all communities.