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New York Life Insurance Company Senior Associate, External Business Solutions Consultant in Remote, California

Location Designation: [[cust_rolelocationdesignation]]

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.

Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Business Unit 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 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.

What You'll Do:

The Business Solutions Consultant (BSC) is responsible for achieving and exceeding the assigned territory (Pacific Zone) and individual General Office's Worksite sales objectives. BSCs deliver sales concepts, product information, and provide technical guidance to New York Life Agents in an effort to drive new sales through our Employee Whole Life and Employee Benefit products. Competitive Compensation includes base salary and sales incentives.

  • Work closely with agents who are part of a captive agency sales force to develop and maintain strong business relationships.

  • Develop a strong command of New York Life’s products and sales processes through Worksite planning.

  • Leverage significant product knowledge of group benefits (including voluntary and supplemental) to drive acquisition and retention of business.

  • Drive sales growth through capitalizing on integrated opportunities across existing New York Life clients

  • Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs.

  • Deliver sales presentations to both agents and clients.

  • Provide sales support and product information through individual face-to-face meetings as well as with large group sessions.

  • Provide post-sale support once business is sold.

  • Create additional sales opportunities for other product lines by leveraging New York Life’s technology to effectively position solutions in the marketplace

  • Proactively work with General Office management.

  • Increase Group Benefits and Employee's Whole Life sales in assigned Zone to achieve company sales goals.

  • Provide regular written reports on field activity.

  • BSCs are supported by an internal wholesaler and home office staff.

  • The position requires some travel.

What You'll Bring:

  • Bachelor’s Degree preferred.

  • Current Life and Health license required.

  • Series 6 and 63 (obtain within 60 days).

  • Minimum 5 years of field experience as an agent, wholesaler, recruiter and/or trainer.

  • The candidate must be a motivated and energetic individual with the ability to drive his/her objectives relatively autonomously.

  • A broad and comprehensive knowledge of the worksite market, with understanding of the sales process and the dynamics of selling employee benefits.

  • Excellent communication skills are essential.

  • Insurance industry designations (CLU, ChFC, CFP etc.) strongly preferred.

#LI-SV1

#LI-REMOTE

Pay Transparency

Salary Range: [[cust_salaryRangePosting]]

Overtime eligible: [[customString6]]

Discretionary bonus eligible: [[cust_merit]]

Sales bonus eligible: [[stockPackage]]

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 here (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524 HR Talent Acquisition Employee Benefits PDFNYLFINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) .

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.Click here (https://www.newyorklife.com/newsroom/diversity-and-inclusion-awards) to learn more about how we have been recognized for our leadership.

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 (http://www.newyorklife.com/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 theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .

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