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Senior Associate, Individual Disability Product Competition Analyst

Company: New York Life
Location: White Plains
Posted on: June 12, 2021

Job Description:

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 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.

Role Overview

  • Serve as an individual disability insurance competitive product expert, possessing a strong knowledge of all aspects of disability insurance products and the industry landscape
  • Provide assistance to our career agency field force via a toll-free phone line. Support New York Life's career Agency field force by assessing cases
  • Interact with New York Life Insurance Agents and Field Managers, as well as wholesalers to provide case and industry analysis and make recommendations to otbtain cases
  • Research and produce a variety of support documentation to assist agents in competitive sales situations. Stay abreast of industry news and regulation affecting the individual disability insurance industry and monitor marketplace trends
  • Track and provide weekly and monthly reports on case work
  • Develop materials to disseminate competitive issues and case studies
  • Disseminate appropriate information to Field and sales personnel
  • Liaise with New York Life's internal departments to gain updated industry and competitor information


  • Bachelor's degree preferred
  • SIE, Series 6, Series 63 Preferred
  • Professional Designations (DIA, DIF, CLU, CHFC, CFP) Preferred
  • 5+ years in a competitive intelligence capacity or comparable Financial Services setting
  • Strong written and verbal communication skills. Strong presentation skills
  • Must be analytical with high degree of accuracy and attention to detail
  • Comfortable working under pressure, often dealing with short turn-around time
  • Strong knowledge of individual disability insurance products
  • Knowledge of career agency field operations
  • Self-motivated person with ability to work on multiple projects simultaneously
  • Strong PC skills including MS Word, Excel and PowerPoint

Please note: During calendar year 2021, employees of Group Benefit Solutions can be considered for open positions within Group Benefit Solutions only. Applications from Group Benefit Solutions employees for open positions within other New York Life businesses are unable to be considered.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 83457

Keywords: New York Life, White Plains , Senior Associate, Individual Disability Product Competition Analyst, Other , White Plains, New York

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