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
Concierge Support:
Develop relationships with “Top Office” management teams to supplement Consultants and Regional Manager (Life Sales Officer) in their efforts to drive results in these locations. Provide customized support for seminars, meetings, local incentives and/or email campaigns to drive incentives and sales results. Facilitate customized communications, tracking and reports as necessary to help provide insights into opportunities for incremental sales growth.
Consultant Insights:
Deeply understands the business, the life insurance industry and our strategic objectives to provide Consultants with specific insights to support their strategic objectives and identify gaps in Agent’s knowledge of customers, competitors and the market. Synthesizes analysis and client data for clear communication through Consultants to Agents and Field Managers. Provides “deep-dive” insights on key strategic issues for Sales Organization and opportunities from a broad perspective, making recommendations based on findings. Develops a library of centralized reports and tableau dashboards for insights as new opportunities and hurdles arise to help track sales campaigns. Monitors and tracks salesforce data for accountability to help Consultants optimize activity. Develops and manages customized client worksheets and lists for book of business opportunities consistent with quarterly strategies.
Large Case Unit:
Manage large case unit to track and manage large case process to smooth underwriting process and increase closing ratio. Liaise with various departments (Underwriting, AML, APG, Nautilus, etc.) to help synthesize disparate data and create clear path to case issuance. Develop intimate knowledge of Premium Financing to act as in-house expert and facilitator to manage logistics of the sale. Develop, implement and maintain Premium Financing best practices including: (1) how it works, (2) when it makes sense, (3) pitfalls to be aware of and (4) reputable banks to work with.
Virtual Consultants:
Manage a team of five Virtual consultants (2 Life, 2 LTC, 1 Investments) who each cover 15-20 General Offices while working primarily out of White Plains. Responsible for driving sales in all three product categories while exploring different techniques and technologies to maximize effectiveness of “virtual” consultant work.
Qualifications
- Bachelor’s Degree
- Minimum of 10+ years of relevant experience
- Series 6/7 license preferred
EOE M/F/D/V
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