Sales Management
Company: New York Life
Location: Glendale
Posted on: January 12, 2021
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Job Description:
Phase 1:You'll start by gaining hands on experience as an agent
under the mentorship of your General Office management team. This
step in the process is very important for your development as a
manager. You will learn firsthand what the agent career entails so
that you can become a mentor to the people you will lead in the
future. With the support of your Manager, your Development Manager
and our NYLIC University training program, you will learn to
execute your business development plan.If you are not yet licensed
to sell life insurance, that will be your first step in the
process. Once you are licensed, you will become contracted and can
then begin to sell insurance products. Next, you will begin
studying to attain the Series 6 or 7 and Series 63 registrations
from the Financial Industry Regulatory Authority (FINRA) to meet
program qualifications. In order to attain the Series 6 and/or 7
registrations, you must also pass the Securities Industry
Essentials ("SIE") exam and you may take both exams on the same
day.Phase 2:Once you have successfully completed 12 months of sales
experience, attained the required FINRA registrations, and met the
following requirements, you will become eligible to transition into
management as an Associate Partner: In this role, you'll be
responsible for recruiting and developing your own team of agents.
You'll also be enrolled in the Associate Partner Training Program,
an intensive, six-month program that will develop you and prime you
for success as a manager.Phase 3:Once you have met all the
requirements of the Associate Partner program, you will then fully
transition into management as a Partner with New York Life.In this
role, you'll continue to be responsible for recruiting and
developing your own team of agents. Your continued success and
achievement in this role will allow you to work toward promotions
to increasingly senior levels of management including Senior
Partner, Executive Partner, and ultimately, Managing Partner.Job
Requirements:Phase 1 Duties:* Schedule appointments and meet with
potential clients* Make product recommendations to help clients
meet their financial goals* Provide ongoing customer service and
support to existing clients* Be a structured and coachable team
player that is open to sales training development and further
sales/customer service education* Discipline to be in business for
yourself, but not by yourselfPhase 2 Requirements:* Contract agent
and recruit 1 or more candidates who have initiated state licensing
training* Attain proactive agent status with a compliance rating of
1 or 2* Have 30 paid core product cases (Life, Annuity, LTC;
excluding Worksite) with at least one variable product paid case in
the best consecutive 12 out of the last 18 months* Qualify for at
least 2 of the last 3 Councils with at least one being Executive
Council or higher* Attend five Zone-led webinars and pass five
eLearning modules* Complete the Management Potential Profile*
Receive Managing Partner and Zone recommendation* Complete a
face-to-face interview with a Zone officer* Meet all appointment
requirements and documentation (i.e. clear ledger, inspection)*
Home--Office approval
Keywords: New York Life, Glendale , Sales Management, Executive , Glendale, Arizona
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