Develops and executes sales strategies for third-party distribution of insurance products. Builds relationships with brokerage general agencies, independent marketing organizations, producer groups, and brokers; drives sales growth, market share, and cross-selling. Coordinates sold-business processing, conducts client meetings and speaking engagements, maintains sales reports, manages budgets and sponsorships, and serves as a subject matter expert. Requires long-term care market sales experience, FINRA licenses, and strong communication and relationship-building skills.
Job Requisition ID: 95231
Location Designation: Fully Remote
National Wholesaler
Role Overview:
As a National Wholesaler for Asset Flex Insurance you will help develop, direct, implement, and maintain a business plan to achieve sales and growth goals for New York Life's Third-Party Distribution (TPD). You will build, enhance, and direct the relationships with the Brokerage General Agents (BGAs), Independent Marketing Organizations (IMOs), Producer Groups and brokers. You will also work with our external and internal life sales team to build, direct, and maintain sales plans which will result in an increase in sales revenue and market share for TPD.
What You'll Do:• Build key relationships with senior contacts within targeted firms to achieve sales growth• Collaborate with internal team to ensure the proper processing of all sold business from submission to commission payments• Conduct customer virtual and in-person meetings to achieve sales targets. (IMO, BGA, and broker meetings, and national speaking opportunities)• Develops a comprehensive understanding of existing and targeted firms, how they operate, their value proposition and their business processes• Maintains sales call data in appropriate systems and/or complete sales reports• Meets or exceeds all company sales goals and targets• Utilizes expense budgets, sponsorships to maximize sales opportunities• Works effectively to support growth in all segments of New York Life's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms• Serve as a subject matter expert to deliver webinars, case studies, national speaking engagements and recommendations to senior management to improve product and processes
Requirements:• Must have Life, Health, FINRA Series 6 & 63• Bachelor's Degree preferred or equivalent work experience.• 5-10 years of external sales experience that directly aligns with the long-term care market• Must have the ability to work both independently and in a team environment.• Excellent oral and written communication skills and interpersonal and customer service skills.• Must have strong relationship building skills & sense of time management.• Must be a detail-oriented and well-organized self-starter with high energy, creativity and competitive spirit.• Proficient with Word, Excel, and PowerPoint as well as various internet search techniques.• Proven ability to pay attention to detail and multitask.• Ability to adapt quickly in a changing work environment
Job Level: LEVELPF5
Pay Transparency
Salary Range: $125,000 - $175,000
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: 95231
Location Designation: Fully Remote
National Wholesaler
Role Overview:
As a National Wholesaler for Asset Flex Insurance you will help develop, direct, implement, and maintain a business plan to achieve sales and growth goals for New York Life's Third-Party Distribution (TPD). You will build, enhance, and direct the relationships with the Brokerage General Agents (BGAs), Independent Marketing Organizations (IMOs), Producer Groups and brokers. You will also work with our external and internal life sales team to build, direct, and maintain sales plans which will result in an increase in sales revenue and market share for TPD.
What You'll Do:• Build key relationships with senior contacts within targeted firms to achieve sales growth• Collaborate with internal team to ensure the proper processing of all sold business from submission to commission payments• Conduct customer virtual and in-person meetings to achieve sales targets. (IMO, BGA, and broker meetings, and national speaking opportunities)• Develops a comprehensive understanding of existing and targeted firms, how they operate, their value proposition and their business processes• Maintains sales call data in appropriate systems and/or complete sales reports• Meets or exceeds all company sales goals and targets• Utilizes expense budgets, sponsorships to maximize sales opportunities• Works effectively to support growth in all segments of New York Life's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms• Serve as a subject matter expert to deliver webinars, case studies, national speaking engagements and recommendations to senior management to improve product and processes
Requirements:• Must have Life, Health, FINRA Series 6 & 63• Bachelor's Degree preferred or equivalent work experience.• 5-10 years of external sales experience that directly aligns with the long-term care market• Must have the ability to work both independently and in a team environment.• Excellent oral and written communication skills and interpersonal and customer service skills.• Must have strong relationship building skills & sense of time management.• Must be a detail-oriented and well-organized self-starter with high energy, creativity and competitive spirit.• Proficient with Word, Excel, and PowerPoint as well as various internet search techniques.• Proven ability to pay attention to detail and multitask.• Ability to adapt quickly in a changing work environment
Job Level: LEVELPF5
Pay Transparency
Salary Range: $125,000 - $175,000
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: 95231
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