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 http://www.NewYorkLife.com.
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
- Direct national sales and the support provided to agents and managers for Investment products sold through our Agency distribution channel
- Collaborate with National Officer and other leaders to develop and execute on sales strategy
- Design and execute sales plans to promote business, including messaging specific sales plans and marketing activities
- Collaborate with sales managers and key stakeholders to develop and implement action plans
- Identify key performance metrics for zones, identify market trends, and develop targeted sales tactics for specific segments to promote business
- Direct, coach and manage investment team by identifying goals, developing skills, and assessing performance
Qualifications
- Bachelor’s degree preferred
- Minimum of 10+ years of relevant experience
- Series 6 or 7 required
- Extensive knowledge of investment business, market trends, and the industry as it relates to sales and field operations
- Expert level understanding of Annuity products, positioning, the industry, and the market environment
- Proven track report of sales success growing annuity and/or investment business
- Track record of successfully leading, coaching, developing, and managing a sales team of external wholesalers
- Proven skills and ability to handle and resolve challenging issues
- Ability to make sound business decisions that positively impact the business and organization
- Strong written and verbal communication skills
EOE M/F/D/V
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