Senior Associate, LTC Product Solutions & IDI - External Wholesaler

Location Designation: Fully Remote 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

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 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, and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the Pacific Zone.

Role Overview

• Responsible for achieving and exceeding the company’s sales goals for Long-Term Care Product Solutions and Individual Disability Insurance by:
  • Proactively collaborate with agents, sales managers, and business partners to strategize and drive sales-related strategies and tactics for assigned products. Includes regular interaction and coordination across teams to ensure alignment on messaging and execution.
  • Provide virtual and field-based sales training to general office management teams and agents through group and individual development exercises.
  • Place outbound phone calls to agents as necessary to drive sales and provide support on cases.
  • Leverage product knowledge of Traditional LTCi, Hybrid LTC Solutions and Individual Disability Insurance to drive acquisition and retention of business.
  • Drive sales growth through capitalizing on cross-sell opportunities across existing New York Life clients.
• Act as liaison between agents, managers, …