Partner

Job Details

Job Requisition ID: 94285

Location: 201 Jones Road, 5th Floor, Waltham, Massachusetts 02451

Offered Wage: $115,966.00/year

Duties

• Execute comprehensive candidate recruitment strategies utilizing diverse sourcing methods to ensure a seamless progression through New York Life's four-stage interview process.
• Conduct thorough interviews with prospective candidates, deliver comprehensive career overview, and select top talent.
• Provide in-depth interviews to chosen candidates and offer detailed insights into training and marketing initiatives.
• Deliver detailed compensation overview presentations to selected candidates to ensure transparency and clarity.
• Explain the onboarding process comprehensively to selected candidates and facilitate a smooth transition into their roles.
• Meet with onboarding candidates, provide personalized support, and address their diverse needs.
• Develop tailored individual plans and goals for candidates and guide them toward achieving optimal production levels necessary for progression to full-time contracts.
• Provide individualized instruction and rigorous training drills to part‑time and full‑time agents to ensure mastery of job‑related tasks.
• Conduct field observations and demonstrations alongside part‑time and full‑time agents to showcase New York Life's offerings to prospective clients.
• Conduct performance reviews and strategic planning sessions with agents to optimize their productivity and success.
• Implement retention strategies aligned with New York Life's benchmarks to foster agent loyalty and longevity.
• Monitor and maintain per‑agent production levels by established benchmarks to drive organizational success.
• Offer expert assistance to agents in navigating the life and investment case examination processes with the underwriting and suitability departments, respectively.
• Collaborate with office management to establish and refine short‑term, medium‑term, and long‑term goals to drive organizational growth and success.
• Provide personalized coaching to agents to empower them to achieve their personal and financial aspirations.
• Offer dedicated servicing to pre‑existing clients, addressing their needs and concerns with professionalism and care.
• Facilitate the delivery of claims to beneficiaries compassionately and efficiently upon the decease of pre‑existing clients.
• Conduct specialized classes as designated by the General Office or when need is observed and contribute to agents' professional development and multicultural competence.

Education & Experience Requirements

Two (2) years of experience as a Sales, General, or Operations Manager, or a related occupation, recruiting, mentoring, or developing high‑performing sales professionals in the insurance, brokerage, or financial services industry.

• Coordinating with a team of high‑performing sales professionals to drive revenue growth and ensure operational excellence.
• Utilizing Salesforce (CRM) and other technologies to track activity and monitor company metrics.
• Providing customized financial solutions to manage client portfolios, risk, and achieve wealth and retirement goals.
• Participating in talent recruitment, interviewing candidates, and onboarding new hires.
• FINRA SIE License.
• FINRA Series 6 or 7 License.
• FINRA Series 63 or 66 License.
• Life Insurance Producer License.
• Accident & Health or Sickness Producer License.
• Up to 35% domestic travel.

Pay Transparency

• Overtime eligible: Exempt
• Discretionary bonus eligible: No
• Sales bonus eligible: No
• Actual base salary will be determined based on several factors including experience, skills, qualifications, and job location.
• Employees may be eligible for an annual discretionary bonus and an incentive program.

Eligible for Employee Referral Program.