Partner

New York Life; Waltham (MA); On-site; USD 104,000 - 128,000; Full time

Benefits offered by this job

Employee Referral Program

Job summary

New York Life is seeking a seasoned Sales, General, or Operations Manager in Waltham, MA to lead end-to-end recruitment, onboarding, and agent development. You will conduct interviews, craft career overviews, and drive training, coaching, and performance reviews to ensure top talent advances to full-time status.

You will coordinate with management to set short-, mid-, and long-term goals, support pre-existing clients, and navigate licensing and compliance processes including FINRA registrations.

Qualifications

• Experience recruiting and mentoring high-performing sales professionals in financial services.
• Experience coordinating with a team to drive revenue and operations.
• Experience using Salesforce and tracking company metrics.
• Ability to provide customized financial solutions and onboarding.

Responsibilities

• Execute recruitment strategies to advance candidates through the four-stage interview process.
• Conduct thorough candidate interviews and present career overviews.
• Explain onboarding processes and support new hires.
• Provide coaching and training to agents for performance mastery.
• Perform performance reviews and strategic planning with agents.
• Collaborate with management to set and monitor short-, mid-, and long-term goals.

Skills

Recruiting

Mentoring

Talent development

Sales operations

Interviewing

Coaching

Education

FINRA SIE License

FINRA Series 6 or 7 License

FINRA Series 63 or 66 License

Life Insurance Producer License

Accident & Health or Sickness Producer License

Tools

Salesforce (CRM)

Job description

Location: 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451

Offered Wage: $115,966.00/year

Duties

Execute comprehensive candidate recruitment strategies utilizing diverse sourcing methods to ensure a seamless progression through New York Life's established four-stage interview process. Conduct thorough interviews with prospective candidates, deliver comprehensive career overview, and select top talent. Provide in-depth interviews to chosen candidates and offer detailed insights into training and marketing initiatives. Deliver detailed compensation overview presentations to selected candidates to ensure transparency and clarity. Explain the onboarding process comprehensively to selected candidates and facilitate a smooth transition into their roles. Meet with onboarding candidates, provide personalized support, and address their diverse needs. Develop tailored individual plans and goals for candidates and guide them toward achieving optimal production levels necessary for progression to full-time contracts. Provide individualized instruction and rigorous training drills to part‑time and full‑time agents to ensure mastery of job‑related tasks. Conduct field observations and demonstrations alongside part‑time and full‑time agents to showcase New York Life's offerings to prospective clients. Conduct performance reviews and strategic planning sessions with agents to optimize their productivity and success. Implement retention strategies aligned with New York Life's benchmarks to foster agent loyalty and longevity. Monitor and maintain per‑agent production levels by established benchmarks to drive organizational success. Offer expert assistance to agents in navigating the life and investment case examination processes with the underwriting and suitability departments, respectively. Collaborate with office management to establish and refine short‑term, medium‑term, and long‑term goals to drive organizational growth and success. Provide personalized coaching to agents to empower them to achieve their personal and financial aspirations. Offer dedicated servicing to pre-existing clients, addressing their needs and concerns with professionalism and care. Facilitate the delivery of claims to beneficiaries compassionately and efficiently upon the decease of pre-existing clients. Conduct specialized classes as designated by the General Office or when need is observed and contribute to agents' professional development and multicultural competence.

Education & Experience Requirements

Two (2) years of experience as a Sales, General, Operations Manager or related occupation recruiting, mentoring, or developing high‑performing sales professionals in the insurance, brokerage, or financial services industry. Experience must include (quantitative experience requirements not applicable to this section): Coordinating with a team of high‑performing sales professionals in the insurance, brokerage, or financial services industry to drive revenue growth and ensure operational excellence; Utilizing Salesforce (CRM) and other technologies to track activity and monitor company metrics; Providing customized financial solutions to manage client portfolios, risk, and achieve wealth and retirement goals; and Participating in talent recruitment, interviewing candidates, and onboarding new hires. Must also possess the following:

• FINRA SIE License


• FINRA Series 6 or 7 License


• FINRA Series 63 or 66 License


• Life Insurance Producer License


• Accident & Health or Sickness Producer License

Up to 35% domestic travel. Eligible for Employee Referral Program.

Pay Transparency

• Overtime eligible: Exempt


• Discretionary bonus eligible: No


• Sales bonus eligible: No


• 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.

Company Overview

At New York Life, our 180‑year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI‑enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose‑driven innovation. Here, you’ll find the rare balance of long‑standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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. 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. 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.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.