Manages agent and manager development within a New York Life General Office. Oversees NYLIC University, Critical Selling Skills, Field Development System implementation, performance reviews, planning sessions, sales promotions, case preparation, field demonstrations, digital adoption, and agent coaching. Requires insurance licenses, FINRA registrations, life insurance product expertise, facilitation and sales development skills, financial services designations, and experience improving established agents’ businesses.
Job Requisition ID: 94865
Location Designation: Hybrid - 3 days per week
Business/Role Overview
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 115 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 assists 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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
What You'll Do• Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety.• Work with the Managing Partner to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.• Sales promotion. Assisting in the communication to agents of General Office, Zone and Home Office promotions. Assisting agents with case preparation and in the field conducting Field Observation and Demonstration as well as assisting in presenting and closing sales. In addition, lead the implementation efforts of Field Development System, NYLIC U, and digital adoption with agents and managers in GO.
What You'll Bring• Valid State Life and Health Licenses• FINRA Registrations, Series 6, 63, 26• Strong Knowledge of Sales Central and Marketing Central• Strong written and verbal communication abilities• Excellent knowledge of the Life Product Line• Excellent facilitation skills• Proficient and able to effectively facilitate NYLIC U Blended Learning and Critical Selling Skills• Good skills in the proper use of the FDS system (PRP, IID, FOD)• The ability to lead one-on-one agent development sessions with other members of the management team• Case development skills to assist agents in making sales in Middle and Advanced Markets• Hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designation and at least one of the following: CASL, CLF, MSFS, MSM, or CFP• Demonstrated the ability to assist in the development of another DM through mentoring• Demonstrated ability to work with Established Agents to improve their business• 2 years council qualification as an agent or equivalent• Effectively implemented NYLIC University and Critical Selling Skills for agents and managers at the GO level• Completed NYLIC University Blended Learning Curriculum• Completed all required Development Manager schools• Strong Proficiency in Sales Central• Demonstrated good skills in all areas of FDS Development (PRP, IID, FOD)• Can lead a one-on-one Agent Development Meeting with recruiters
Job Level: LEVEL M1
Pay Transparency
Salary Range:
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our 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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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 the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 94865
#BI-Hybrid
Location Designation: Hybrid - 3 days per week
Business/Role Overview
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 115 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 assists 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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
What You'll Do• Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety.• Work with the Managing Partner to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.• Sales promotion. Assisting in the communication to agents of General Office, Zone and Home Office promotions. Assisting agents with case preparation and in the field conducting Field Observation and Demonstration as well as assisting in presenting and closing sales. In addition, lead the implementation efforts of Field Development System, NYLIC U, and digital adoption with agents and managers in GO.
What You'll Bring• Valid State Life and Health Licenses• FINRA Registrations, Series 6, 63, 26• Strong Knowledge of Sales Central and Marketing Central• Strong written and verbal communication abilities• Excellent knowledge of the Life Product Line• Excellent facilitation skills• Proficient and able to effectively facilitate NYLIC U Blended Learning and Critical Selling Skills• Good skills in the proper use of the FDS system (PRP, IID, FOD)• The ability to lead one-on-one agent development sessions with other members of the management team• Case development skills to assist agents in making sales in Middle and Advanced Markets• Hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designation and at least one of the following: CASL, CLF, MSFS, MSM, or CFP• Demonstrated the ability to assist in the development of another DM through mentoring• Demonstrated ability to work with Established Agents to improve their business• 2 years council qualification as an agent or equivalent• Effectively implemented NYLIC University and Critical Selling Skills for agents and managers at the GO level• Completed NYLIC University Blended Learning Curriculum• Completed all required Development Manager schools• Strong Proficiency in Sales Central• Demonstrated good skills in all areas of FDS Development (PRP, IID, FOD)• Can lead a one-on-one Agent Development Meeting with recruiters
Job Level: LEVEL M1
Pay Transparency
Salary Range:
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our 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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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 the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 94865
#BI-Hybrid
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