Role Description
As a National Wholesaler for Asset Flex Insurance you will help develop, direct, implement, and maintain a business plan to achieve sales and growth goals for New York Life’s Third-Party Distribution (TPD). You will build, enhance, and direct the relationships with the Brokerage General Agents (BGAs), Independent Marketing Organizations (IMOs), Producer Groups and brokers. You will also work with our external and internal life sales team to build, direct, and maintain sales plans which will result in an increase in sales revenue and market share for TPD.
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Build key relationships with senior contacts within targeted firms to achieve sales growth
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Collaborate with internal team to ensure the proper processing of all sold business from submission to commission payments
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Conduct customer virtual and in-person meetings to achieve sales targets (IMO, BGA, and broker meetings, and national speaking opportunities)
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Develop a comprehensive understanding of existing and targeted firms, how they operate, their value proposition and their business processes
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Maintain sales call data in appropriate systems and/or complete sales reports
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Meet or exceed all company sales goals and targets
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Utilize expense budgets, sponsorships to maximize sales opportunities
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Work effectively to support growth in all segments of New York Life's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms
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Serve as a subject matter expert to deliver webinars, case studies, national speaking engagements and recommendations to senior management to improve product and processes
Qualifications
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Must have Life, Health, FINRA Series 6 & 63
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Bachelor’s Degree preferred or equivalent work experience
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5-10 years of external sales experience that directly aligns with the long-term care market
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Must have the ability to work both independently and in a team environment
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Excellent oral and written communication skills and interpersonal and customer service skills
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Must have strong relationship building skills & sense of time management
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Must be a detail-oriented and well-organized self-starter with high energy, creativity and competitive spirit
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Proficient with Word, Excel, and PowerPoint as well as various internet search techniques
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Proven ability to pay attention to detail and multitask
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Ability to adapt quickly in a changing work environment
Requirements
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Job Level: LEVELPF5
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Pay Transparency Salary Range: $125,000 - $175,000
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Overtime eligible: Exempt
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Discretionary bonus eligible: Yes
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Sales bonus eligible: Yes
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Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location
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Additionally, employees are eligible for an annual discretionary bonus
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In addition to base salary, employees may also be eligible to participate in an incentive program
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This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
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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
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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