New York Life Insurance

Senior Associate, Life External Wholesaler

Posted on: 5 Mar 2021

Dallas, TX

Job 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. Its a career journey you can be proud of, and youll 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 Fortunes Worlds 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 www.NewYorkLife.com.

New York Lifes 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 womens markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

Role Overview

The Life Product Consultant (LPC) is responsible for achieving and exceeding the assigned territory (West Central Zone) and individual General Offices life sales objectives. LPCs deliver sales concepts, product information, and provide technical guidance to New York Life agents in an effort to drive life insurance sales. Critical functions of the role include:

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 Lifes life insurance products and sales processes

Provide case development and design support

Introduce new product enhancements to field management and agents with particular emphasis on individual and business needs, markets and tax issues of life products.

Deliver sales presentations to both agents and clients

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

Proactively work with management

Qualifications

Bachelor's Degree

Motivated and energetic individual with the ability to drive his/her objectives relatively autonomously

Approximately 5 years of wholesaling experience in Life products

A broad and comprehensive knowledge of the Life Insurance business, an understanding of the sales process and the dynamics of selling life products

Industry recognized designations such as CLU, CHFC, CFP are highly desirable

Excellent communication skills are essential

Ability to build and maintain strong business relationships

Life license, Series 6 or Series 7 and Series 63 registrations

Understanding of Advanced Markets, a plus

SF:LI-KV1

EOE M/F/D/V

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Job Requisition ID: 83210

New York Life Insurance

New York, New York

New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care, insurance pension, and disability insurance products, as well as mutual funds. It also provides securities brokerage, financial planning, investment management and advisory, trust, and capital financing services, as well as fixed deferred and variable annuities.

In addition, the company invests in limited partnerships and limited liability companies, consolidated investment companies, equity investments, derivatives, securities purchased under agreement to resell, short-term investments, real estate, mortgage and other loans, and loans of various consolidated variable interest entities. New York Life Insurance Company offers its insurance and annuity products in the United States and its territories, Mexico, and Canada through its career agency force, as well as through third party banks, brokers, and independent financial advisors; and investment management and advisory services in the United States, Europe, Asia, and Australia. The company was founded in 1845 and is based in New York, New York.

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