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Operations Analyst, Sr. Associate, Sales Strategy

Company: New York Life
Location: White Plains
Posted on: November 5, 2019

Job Description:

Description 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 - Develops sales webinar content and implements event. Coordinates promotion, works with speakers and obtains all necessary approvals to execute event. - Leads effort to obtain ideas from field to spearhead ideation of quarterly promotional ideas. Meets with top agents, managers and consultants to glean feedback and process best practices. Manage Regular promotional e-mails, maintain schedule and ensure e-mails are sent out in a timely manner. E-mails include incentive tracking, scorecards, and various ad hoc sales communications. - Works closely with technology team to create incentive tracking reports as well as a design a daily scorecard to measure the success of agent programs. - Acts as a project manager and facilitates cross-functional team meetings to align on strategy and partner on initiatives to drive sales. Coordinate with varies areas to create and implement dynamic campaigns. - Develop sales materials, including PowerPoint presentations to support various sales initiatives and sales campaigns. - Perform miscellaneous duties as required by management. Qualifications - Bachelor's degree preferred - Life license preferred - Minimum of 5-10 years relevant experience - Ability to interact with various departments within New York Life, with people at various levels in the organization and the Field in particular agents. - Strong PC skills including MS Word, Excel with an emphasis on PowerPoint. - Knowledge of New York Life product portfolio essential. - Strong understanding of career agency field operations and the life insurance sales process. - Strong communication skills; some presentation experience. - Self-motivated individual with ability to work on multiple projects simultaneously. - Ability to work independently and/or as part of team. - Ability to effectively implement and communicate sales strategies through PowerPoint presentations and marketing campaigns. Expertise in life insurance marketing a plus. - Ability to assess sales trends and translate findings into strategies. Develop tactics to support an external sales force. - Existing knowledge of the life insurance industry is preferable. Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. 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: Sales Operations, Operations Manager, Outside Sales, Sales, Operations Requisition #: *********

Keywords: New York Life, White Plains , Operations Analyst, Sr. Associate, Sales Strategy, Professions , White Plains, New York

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