Senior Associate, Virtual Investment Product Consultant

Company: New York Life
Location: White Plains
Posted on: January 12, 2020

Job Description:

Senior Associate, Virtual Investment Product Consultant Apply Now Start apply with LinkedIn Start Please wait... Date: Jan 3, 2020 Location: White Plains, NY, US Company: New York Life Insurance Co A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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 *******************. 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. Responsibilities This position will promote investment product (i.e, Income Annuities, Variable Annuities, Fixed Annuities, and Mutual Fund) sales through New York Life career agency in specific General Offices (GO). Position will be based in White Plains, NY and will leverage technology to provide virtual based support. Provide necessary training, assistance, and sales support to agents and General Office Management within assigned territory. Responsible for achieving and exceeding the assigned territory and individual General Office sales objectives by: Proactively working with the Sales Managers to strategize and drive sales-related strategies and tactics for relevant products. Includes regular interaction and coordination across teams to ensure alignment on messaging and execution. Working remotely through phone calls and web-based communication tools, proactively work with Managing Partners (MP) and General Office (GO) management team to strategize and implement sales-related strategies and tactics. This includes delivering product sales training to GO management staff through group and individual development exercises. Working remotely through phone calls and web-based communication tools, work with agents to implement sales strategies and tactics through education, training and support. Provide development through virtual individual, group and field-based instruction. Place outbound phone calls to agents as necessary to drive sales and provide support on cases. Perform planning and administrative tasks. Act as liaison between agents, managers, home office staff and the Zone team. As this job is considered virtual, travel will be limited to 1-2 per quarter or as given travel budget allows for and/or requires. Work with Internal Wholesalers to drive production. Provide reports on a regular basis of field activity; leverage CRM tool to track activity. Manage expenses within a small budget, largely for occasional travel as necessary. Manage or coordinate special sales projects. Participate in quarterly meetings. Perform other duties as assigned. Qualifications Bachelor's degree preferred Minimum of 5-10 years of relevant experience Current Series 6, 63, and Life and Health Insurance License required (or obtain within 90 days from date of hire) Insurance industry designations (i.e. CLU, ChFC, CLTC, etc.) strongly preferred Ability to effectively convey our priorities and creatively wholesale our products Detailed understanding of the insurance industry and market, New York Life products and those of our competitors highly desired EOE M/F/D/V If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: **************. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Social Media, Outside Sales, Office Manager, Investment, Marketing Consultant, Marketing, Sales, Administrative, Finance Apply Now Start apply with LinkedIn Start Please wait...

Keywords: New York Life, White Plains , Senior Associate, Virtual Investment Product Consultant, Professions , White Plains, New York