About the position
When you join New York Life, you're joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. 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 115 General Offices. These offices are operated by Agency management teams accountable 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 assists 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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
Responsibilities
- Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety.
- Work with the Managing Partner to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Office.
- Conduct Performance Review and Planning sessions with agents.
- Conduct Agent Development Planning meetings with Partners and Managing Partners.
- Assist with Monthly Planning Meetings and Annual Planning meetings.
- Assist in the communication to agents of General Office, Zone and Home Office promotions.
- Assist agents with case preparation and in the field conducting Field Observation and Demonstration.
- Lead the implementation efforts of Field Development System, NYLIC U, and digital adoption with agents and managers in GO.
Requirements
- Valid State Life and Health Licenses
- FINRA Registrations, Series 6, 63, 26
- Strong Knowledge of Sales Central and Marketing Central
- Strong written and verbal communication abilities
- Excellent knowledge of the Life Product Line
- Excellent facilitation skills
- Proficient and able to effectively facilitate NYLIC U Blended Learning and Critical Selling Skills
- Good skills in the proper use of the FDS system (PRP, IID, FOD)
- The ability to lead one-on-one agent development sessions with other members of the management team
- Case development skills to assist agents in making sales in Middle and Advanced Markets
- Hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designation and at least one of the following: CASL, CLF, MSFS, MSM, or CFP
- Demonstrated the ability to assist in the development of another DM through mentoring
- Demonstrated ability to work with Established Agents to improve their business
Benefits
- Full package of benefits for employees
- Leave programs
- Adoption assistance
- Student loan repayment programs
- Annual discretionary bonus eligibility
- Participation in an incentive program
