Senior Associate, Virtual Proactive Agent Base Support

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. Some agents operate their businesses out of our General Offices, while others maintain 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.

Role Overview – Specialization (Virtual Proactive Agent Base (PAB) and Retention Support)

• Dedicated Virtual Support to targeted PAB focus agents
• Strong mastery of Digital Diagnostic Tools, Dashboards, Sales Central, etc
• PRP Growth Development Coaching with Field Development System
• Individual Instruction and Drills (IID’s) Knowledge, skills based and case prep
• Virtual FOD’s for focus agents (if licensed in state)
• Identify opportunities in Book of Business
• Prospecting and activity support for targeted agents
• GuideMe mastery
• Track and measure activity in Sales Central
• New Org RR adoption and NYLIC U / Practice Model enrollment
• GuideMe adoption / Sales Concept skill builders
• Zone specific accountability sessions
• Targeted GID’s for focus agents
• New Agent Productivity tracking for GO
• Lead generation management supported with FOD
• Coordinate efforts and alignment with GO management Team to support agent development

Role Overview- Support

• Drive, monitor and support New Org Agent Proactive Agent Base and efforts.
• Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
• Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
• Ensure the Field Development System (FDS) is implemented and executed effectively with target agents. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to supporting Monthly and Annual Plan Meetings.
• Channel, drive and promote sales initiatives and incentives with Target Agents, GO Field Management Teams and the Zone. Develop a solid knowledge-base of NYLIC products.
• Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
• Effective with technology to enable training and support in virtual environment
• Strong Understanding of New York Life’s Key Technology areas, including Dashboard 2.0, GuideMe Platform, New Org Retention Tool and NYLIC University

Key Competencies

• Persuasive, Verbal and Written Communication Skills
• Performance Management
• Facilitating Groups
• Coaching
• Developing, Empowering and Influencing Others
• Providing Motivational Support
• Goal, Impact and Result Oriented
• Adaptability and Flexibility
• Leading Change
• Problem Solving
• Planning and Strategizing
• Demonstration of effective FOD and IID
• Can lead 1-1 Development Conversations with Agents and Partners

Job Requirements

• Bachelor’s Degree preferred
• Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
• Valid State Life and Health Licenses
• FINRA Registrations- Series 6 & 63

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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. 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 www.NewYorkLife.com.

Job Requisition ID: 86283