Job Description
Title: Long Term Care, Internal Wholesaler
Location: White Plains, NY
Location Designation: Hybrid
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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 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 women’s markets. Agents sell individual life insurance, individual
annuities, and long-term care insurance products, as well as mutual funds.
Responsibilities
- Fielding of inbound calls from agents in regards to life products and identify selling opportunities.
- Make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities.
- Work closely with the Life Consultants to develop and execute an appropriate business plan to maximize territorial sales.
- Become a specialist in New York Life insurance products.
- Identify and convert dormant responsibilities into producing representatives.
- Utilize New York Life databases to create and maintain representative profile levels and data on current and proposed sales activity.
- Assist in training of new associates.
Qualifications
- Bachelor’s degree preferred or equivalent work experience.
- Prior insurance or investment sales experience a plus.
- Must have the ability to work independently and in a team environment.
- Possess excellent oral and written communication skills and interpersonal and customer service skills.
- Bilingual: Spanish or Madarin speaking is a plus.
- Must have strong relationship building skills.
- Must be a detail-oriented, well organized and self-starter with high energy and creativity.
- Must be able to obtain 6 & 63 licenses within 60 days.
- Proven ability to pay attention to detail and multitask.