Associate, Agency Digital Activation Desk

New York Life Insurance Co•City of White Plains, NY

6d•$55,000 - $80,000•Hybrid

About The Position

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. The Agency Digital Desk is the main resource and support for Agents and Advisors to support their business as the company evolves its Digital Ecosystem. With this comes additional cross-departmental alignment, strategic involvement, field support and leadership capabilities for the team. The team supports SalesCentral, MarketingCentral, and our GuideMe platform, among other technology platforms. In addition to supporting Advisors, Agency Digital Desk will also be proactive in their outreach to Advisors who can best benefit from strategic conversations.

Requirements

Bachelor’s degree or equivalent experience.
Proficiency with Word, Excel, and PowerPoint as well as various internet search techniques.
Basic Knowledge of Zoom and Salesforce or other CRM.
Must have the ability to work both independently and in a team environment.
Possess excellent oral and written communication skills and interpersonal and customer service skills.
Must have strong relationship building skills & sense of time management.
Must be a detail-oriented and well-organized self-starter with high energy and creativity.
Proven ability to pay attention to detail and multitask.

Responsibilities

Fielding inbound calls from high-level producers and staff regarding how-to questions.
Help devise strategies for top tier agents on how to use the digital tools being offered to more effectively run their business.
Make proactive outbound calls to agents in an effort to increase their productivity and adoption of digital platforms.
Conduct training sessions with top tier agents and their staff via webinars as well as in-person training sessions at New York Life events.
Cross-departmental collaboration with platforms: MarketingCentral, SalesCentral, and GuideMe.
Provides ad hoc reporting and data analytics for Senior Leadership, and internal teams such as recruiting, sales desks, and prospecting.