Senior Sales Representative

New York Life InsuranceWalnut Creek, CA
1d$140,000 - $205,000Hybrid

About The Position

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Role Overview: The Senior Sales Representative role is a key part of our New York Life Group Benefit Solutions distribution organization that focuses on growth of the organization by developing highly productive producer relationships,selling new business and assisting with the persistency of our Inforce clients. The Senior Sales Representative role sells group insurance products, including Life, Accident, Disability (STD and LTD) and Absence Management solutions to middle market (50-5000lives) clients . In addition, the Senior Sales Representative is responsible for partnering with other Field Office roles to drive proactive growth (upselling and cross selling) and the profitable retention of Inforce Clients. We are seeking a candidate thatis a self-starter who likes building relationships and driving profitable sales results in a fast-paced environment.

Requirements

  • Strong verbal and written communication, presentation, and interpersonal skills.
  • Preferably 5+ years of experience in sales or a related field.
  • A BA/BS degree is preferred.
  • A valid driver’s license is required.
  • Proficiency in MS Office.
  • Ability to effectively use and present online tools and technology.
  • Strong negotiation and influencing skills.
  • Excellent active listening skills and exceptional communication abilities.
  • Strong presentation skills.
  • Ability to travel domestically, with overnight stays up to 60% of the time.

Nice To Haves

  • Experience in Life, Accident, Disability, and Leave is an advantage.
  • Life and Health Insurance licenses are preferred.

Responsibilities

  • Develop strong business relationships with brokers and consultants in your assigned area to drive quote activity and new business.
  • Collaborate with internal and external partners to identify and secure growth opportunities, ensuring smooth implementation.
  • Handle routine to moderately complex issues with a proactive and assertive approach.
  • Build and maintain relationships across different departments within the organization.
  • Independently and collaboratively achieve goals and objectives.
  • Manage multiple tasks efficiently, prioritizing as needed.
  • Serve as a knowledgeable local market resource on insurance products and industry changes.
  • Ensure an exceptional experience for clients and brokers.
  • Maintain an acceptable driving record.
  • Drive new business through sourcing RFPs, working with underwriting, and delivering proposals.
  • Meet or exceed annual business targets for new business premiums and case counts.
  • Maintain consistent broker outreach and quote activity.
  • Develop and sustain strong broker and consultant relationships.
  • Oversee the sales process for Life, Accident, Disability, and Absence Management products.
  • Work with service partners to optimize upsell opportunities and achieve retention goals.
  • Participate in renewals, including underwriting negotiations and presentations.
  • Attend industry events to expand knowledge and relationships.
  • Maintain compliance tracking as needed.
  • Engage in training and mentor new hires.
  • Contribute to special projects and suggest process improvements.
  • Operate in a way that supports team and individual success.
  • Uphold honesty and respect in all interactions.
  • Communicate effectively to enhance productivity and relationships.

Benefits

  • We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
  • Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
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