2027 GBS ASCEND Program Associate - Sales Desk Dallas

New York Life Insurance•Dallas, TX
•Hybrid

About The Position

The 2027 GBS ASCEND Program Associate – Sales Desk role begins with a formal training program covering group insurance products, systems, sales processes, quoting, proposal development, and sales operations. Training includes classroom and virtual instruction, hands-on exercises, exposure to underwriting, pricing, product, marketing, service, and claims operations, company-sponsored licensing, mentorship, coaching, and structured learning milestones. After training, the associate supports quoting and proposal generation for employer groups in the select market (50–250 lives), manages the end-to-end request for proposal process, tracks quote activity, maintains systems, coordinates implementation and onboarding, and handles the renewal cycle for select accounts. The associate partners with the Sales Desk Lead and regional sales representatives to support growth. With experience, the associate progresses into a Sales Representative or Account Executive role, managing broker and client relationships, promoting products, driving new business, and serving as a trusted partner to internal and external stakeholders.

Requirements

  • Strong communication, organization, and attention to detail.
  • Customer-focused mindset.
  • Ability to manage multiple priorities.
  • Willingness to learn and grow.
  • Proficiency with Microsoft Office.

Nice To Haves

  • Bachelor’s degree preferred.
  • Salesforce proficiency is a plus.

Responsibilities

  • Complete formal training in group insurance products, systems, sales processes, quoting, proposal development, and sales operations.
  • Support quoting and proposal generation for employer groups in the select market (50–250 lives).
  • Own the end-to-end RFP process from intake through proposal delivery.
  • Track quote activity and maintain systems.
  • Assist with implementation coordination and onboarding.
  • Execute all phases of the renewal cycle for select accounts, including plan design changes, underwriting review, and renewal delivery.
  • Partner with the Sales Desk Lead and sales representatives in the assigned region to drive growth within the select market.
  • As the role progresses, manage broker and client relationships within an assigned book of business.
  • Promote NYLGBS products and solutions through active market engagement.
  • Drive new business opportunities through broker partnerships.
  • Act as a trusted partner to internal and external stakeholders.

Benefits

  • Full package of employee benefits.
  • Leave programs.
  • Adoption assistance.
  • Student loan repayment programs.
  • Annual discretionary bonus eligibility.
  • Potential eligibility to participate in an incentive program.
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