Partner

New York Life Insurance Co•Waltham, MA

5d•Onsite

About The Position

This role is responsible for executing comprehensive candidate recruitment strategies, conducting interviews, providing career overviews, and selecting top talent. The position involves delivering in-depth interviews, offering insights into training and marketing, and presenting compensation details. A key aspect is explaining and facilitating the onboarding process, providing personalized support, and developing individual plans and goals for candidates to achieve optimal production levels for full-time contracts. The role also includes providing individualized instruction and training drills, conducting field observations and demonstrations, performing performance reviews and strategic planning sessions, and implementing retention strategies. Additionally, the Partner will monitor per-agent production levels, assist agents with underwriting and suitability processes, collaborate with office management on goals, provide personalized coaching, offer dedicated servicing to existing clients, facilitate claims delivery, conduct specialized classes for professional development, and contribute to agents' multicultural competence.

Requirements

Two (2) years of experience as a Sales, General, Operations Manager or related occupation recruiting, mentoring, or developing high-performing sales professionals in the insurance, brokerage, or financial services industry.
Coordinating with a team of high-performing sales professionals in the insurance, brokerage, or financial services industry to drive revenue growth and ensure operational excellence.
Utilizing Salesforce (CRM) and other technologies to track activity and monitor company metrics.
Providing customized financial solutions to manage client portfolios, risk, and achieve wealth and retirement goals.
Participating in talent recruitment, interviewing candidates, and onboarding new hires.
FINRA SIE License
FINRA Series 6 or 7 License
FINRA Series 63 or 66 License
Life Insurance Producer License
Accident & Health or Sickness Producer License

Responsibilities

Execute comprehensive candidate recruitment strategies utilizing diverse sourcing methods.
Conduct thorough interviews with prospective candidates and deliver comprehensive career overviews.
Select top talent and provide in-depth interviews with detailed insights into training and marketing initiatives.
Deliver detailed compensation overview presentations to selected candidates.
Explain the onboarding process comprehensively and facilitate a smooth transition into roles.
Meet with onboarding candidates, provide personalized support, and address their diverse needs.
Develop tailored individual plans and goals for candidates to achieve optimal production levels for full-time contracts.
Provide individualized instruction and rigorous training drills to part-time and full-time agents.
Conduct field observations and demonstrations alongside agents to showcase New York Life's offerings.
Conduct performance reviews and strategic planning sessions with agents to optimize their productivity and success.
Implement retention strategies aligned with New York Life's benchmarks.
Monitor and maintain per-agent production levels by established benchmarks.
Offer expert assistance to agents in navigating the life and investment case examination processes with the underwriting and suitability departments.
Collaborate with office management to establish and refine short-term, medium-term, and long-term goals.
Provide personalized coaching to agents to empower them to achieve their personal and financial aspirations.
Offer dedicated servicing to pre-existing clients, addressing their needs and concerns.
Facilitate the delivery of claims to beneficiaries compassionately and efficiently.
Conduct specialized classes as designated by the General Office or when need is observed.
Contribute to agents' professional development and multicultural competence.