Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

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.

This position will support the Southern California GO.

Role Overview

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.

Qualifications

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 

Experience

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