Manager

New York Life; Town of Florida (NY); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Hybrid work model

Bonus programs

Job summary

New York Life is seeking a Development Manager to oversee NYLIC University blended learning and field development for agency offices across the General Office network. You will collaborate with partners to conduct performance reviews, planning meetings, and agent development sessions, driving successful sales results in middle and advanced markets.

The role requires FINRA licenses, life/health licenses, and ability to mentor agents while implementing NYLIC U and related systems.

Qualifications

• Valid State Life and Health Licenses.
• FINRA registrations required (Series 6, 63, 26).
• Strong knowledge of Sales Central and Marketing Central.
• Strong written and verbal communication abilities.
• Excellent knowledge of the Life Product Line.
• Excellent facilitation skills.
• Proficient with NYLIC U Blended Learning and Critical Selling Skills.
• Good skills using FDS system (PRP, IID, FOD).
• Ability to lead one-on-one agent development sessions with management.
• Case development skills to assist agents in sales across markets.
• Demonstrated mentoring ability to develop other DM.
• Experience working with Established Agents to improve business.
• 2 years council qualification as an agent or equivalent.
• Implemented NYLIC University and Critical Selling Skills for GO level.
• Completed NYLIC University Blended Learning Curriculum and required Development Manager schools.
• Strong proficiency in Sales Central.
• Proven skills in FDS development (PRP, IID, FOD).
• Can lead one-on-one Agent Development meetings with recruiters.

Responsibilities

• Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills in its entirety.
• Work with the Managing Partner to implement NYLIC U & Field Development System in General Office, including Performance Review and Planning sessions with agents.
• Lead field development initiatives, support promotions, assist in case preparation and field demonstrations, and drive adoption of NYLIC U and digital tools.

Skills

Life licenses

FINRA Series 6/63/26

Sales Central

Marketing Central

Communication skills

Life product knowledge

Facilitation skills

NYLIC U / Blended Learning

FDS system (PRP IID FOD)

Lead agent development sessions

Case development skills

Mentoring others

Designations eligibility (CLU/ChFC +之一

Agent development mentoring

Developing established agents

SalesCentral proficiency

FDS Development skills

Recruiter-facing development meetings

Education

CLU and ChFC with one of CASL/CLF/MSFS/MSM/CFP

Tools

PRP

IID

FOD

Job description

Job Requisition ID: 94865

Location Designation: Hybrid - 3 days per week

Business/Role 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 115 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 assists 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

• Ensure the completion and proper implementation of the NYLIC University Blended Learning Curriculum and Critical Selling Skills its entirety.
• Work with the Managing Partner to ensure the complete and proper implementation of the NYLIC U & Field Development System in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
• Sales promotion. Assisting in the communication to agents of General Office, Zone and Home Office promotions. Assisting agents with case preparation and in the field conducting Field Observation and Demonstration as well as assisting in presenting and closing sales. In addition, lead the implementation efforts of Field Development System, NYLIC U, and digital adoption with agents and managers in GO.

What You'll Bring

• Valid State Life and Health Licenses
• FINRA Registrations, Series 6, 63, 26
• Strong Knowledge of Sales Central and Marketing Central
• Strong written and verbal communication abilities
• Excellent knowledge of the Life Product Line
• Excellent facilitation skills
• Proficient and able to effectively facilitate NYLIC U Blended Learning and Critical Selling Skills
• Good skills in the proper use of the FDS system (PRP, IID, FOD)
• The ability to lead one-on-one agent development sessions with other members of the management team
• Case development skills to assist agents in making sales in Middle and Advanced Markets
• Hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designation and at least one of the following: CASL, CLF, MSFS, MSM, or CFP
• Demonstrated the ability to assist in the development of another DM through mentoring
• Demonstrated ability to work with Established Agents to improve their business
• 2 years council qualification as an agent or equivalent
• Effectively implemented NYLIC University and Critical Selling Skills for agents and managers at the GO level
• Completed NYLIC University Blended Learning Curriculum
• Completed all required Development Manager schools
• Strong Proficiency in Sales Central
• Demonstrated good skills in all areas of FDS Development (PRP, IID, FOD)
• Can lead a one–on–one Agent Development Meeting with recruiters

Job Level: LEVEL M1

Pay Transparency

SalaryRange:

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 here to 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: 94865