Senior Associate, General Office

New York Life Insurance Co; Glendale (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus

Tuition reimbursement

Pension plan

401(k) match

Summer flex time

Adoption assistance

Student loan repayment

Job summary

New York Life Insurance Co in Glendale, CA is seeking a Senior Associate to support General Office operations. You will drive agent retention, oversee learning curricula, and ensure effective use of NYLIC Online and related systems.

You will partner with GO leadership to implement training and development programs and coordinate national prospecting initiatives, leveraging technology to enable virtual training.

Qualifications

• Bachelor’s degree preferred.
• FINRA Registrations - Series 6 & 63.
• Strong verbal and written communication skills.
• Ability to coach, develop and influence others.
• Proven planning, strategizing and goal-oriented mindset.
• Adaptability and problem-solving capabilities.

Responsibilities

• Drive retention and production efforts for NYLIC agents.
• Implement NYLIC University curricula and deliver group instruction sessions.
• Navigate NYLIC Online for development managers and agents, manage offerings and reporting.
• Ensure adoption of Sales Central and Marketing Central features.
• Partner with GO Field Management to implement FDS and conduct Field Observations.
• Lead National Prospecting Week and promote sales initiatives with agents and zones.
• Develop knowledgebase of NYLIC products for field promotions.
• Coordinate with Managing Partner on FDS implementation and planning meetings.
• Train agents in prospecting, referrals, social media mining and community networking.
• Utilize technology to support training in virtual environments.

Skills

Verbal communication

Written communication

Coaching

Developing others

Problem solving

Planning & strategy

Adaptability

Mentoring

FOD/IDD diligence

Education

Bachelor’s degree preferred

Tools

FINRA Series 6 & 63

Job description

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Glendale, California, United States

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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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

This position will support the _____ GO.

What You’ll Do:

• Drive, monitor and assist New Org Agent retention and production efforts.
• Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
• 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).
• Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. 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 assisting Monthly and Annual Plan Meetings.
• Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
• Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
• Work with the Managing Partner to ensure the complete and proper implementation of the FDS 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.
• 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 assistance in virtual environment.

What You’ll Bring:

• 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
• Persuasive, Verbal and Written Communication Skills
• Performance Management
• Coaching
• Developing, Empowering and Influencing Others
• Providing Motivational assistance
• Goal, Impact and Result Oriented
• Adaptability and Flexibility
• Problem Solving
• Planning and Strategizing
• Ability to mentor other DMs
• Demonstration of effective FOD and IDD
• Can lead one on one Development Conversations with Partners

Job Level: LEVELPF4

Pay Transparency

Salary Range:

Discretionary 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 requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

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. 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.

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.

Job Requisition ID: 94258

Family Friendly Benefits

Find benefits that support your unique family situation, including fertility assistance, paid new-parent benefits, backup childcare services, free virtual tutoring, and more.

We Invest in Your Future

Enjoy a more secure future with a company-sponsored pension plan for eligible employees and a savings plans with a company match 1 .

Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan ("Plans") are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.