Senior Associate, Sales Representative
About the role
The Sales Representative role is a key part of our New York Life Group Benefit Solutions distribution organization. This role focuses on growing the organization by developing highly productive producer relationships, selling new business, and assisting with the persistence of our Inforce clients. The role sells group insurance products, including Life, Accident, Disability (STD and LTD), and Absence Management solutions to middle market (50-5000 lives) clients.
Responsibilities
- Drive new business pipeline from geographically assigned brokers and consultants.
- Sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals and product presentations to client/brokers.
- Maintain prescribed monthly broker call activity and new business quote activity.
- Foster and expand deep broker and consultant relationships.
- Manage the new business sales process for Life, Accident, Disability and Absence Management products.
- Partner with internal service partners to develop strategies to ensure optimum upsell penetration.
Requirements
- 2-3+ years’ experience with a group benefits carrier.
- High energy and self-motivation with a "sense of urgency" and a "take charge" attitude to develop quality business relationships with geographically assigned brokers and consultants to drive high quote activity and new business opportunities.
- Ability to partner internally with service partners and externally with brokers looking for growth opportunities and driving quote activity from inforce book.
- Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary.
- Ability to navigate and develop relationships within a matrix organization (underwriting, service, implementation partners).
- Demonstrates active listening and exceptional written and verbal communication skills.
- Excellent presentation skills.
- Proactively identify and present New Business and Inforce Client sales/growth opportunities; work with matrix partners to guide successful implementation.
- Well organized and able to handle multiple tasks at once while prioritizing as needed.
- Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes.
- Be accountable to deliver an exceptional client and broker sales experience.
- Up to 30% travel required.
Qualifications
- Acceptable driving record.
Skills
- Self-starter who likes building relationships and driving profitable sales results in a fast-paced environment.
Benefits
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. 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.
Pay
Salary range: $135,000 (Target total compensation)
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.