Senior Specialist, Life Product Specialist

New York Life • New York, NY

4d • Remote

About The Position

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 117 General Offices. These offices are operated by Agency management teams responsible 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 supports 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, select cultural markets, and the women's markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

Requirements

• Bachelor's degree preferred or equivalent work experience
• Minimum of 3 years prior insurance product experience required
• Expert knowledge of life insurance products
• Must possess life/health licenses and FINRA Series 6 and 63
• Must have the ability to work independently and in a team environment
• Possess excellent oral and written communication skills and interpersonal and customer service skills
• Must have strong follow-up and research skills
• Ability to convey accurate and timely information by phone to agents
• Ability to work with all software necessary to support agents, track activities, and present solutions
• Must be a detail-oriented, well organized and self-starter
• Ability to pay attention to detail and multi-task
• Capable of interacting and effectively working with team members within the department, with employees throughout New York Life, as well as with external clients/business partners/contacts

Responsibilities

• Fielding inbound calls from agents regarding the technical aspects of the Life Product
• Receiving inbound calls from agents regarding in force policies
• Placing outbound calls to field agents and managers with product information and sales incentives as needed
• Work in respective zones to support the Life Product Consultants
• Work on Special Projects

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees