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Senior Associate, Practice Models Curriculum and Experience

New York Life Insurance

New York Life Insurance

White Plains, NY, USA
Posted on Thursday, September 7, 2023

Location Designation: Hybrid 

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

 

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 supports 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.

 

Role Overview

• Virtual Classroom Training: Manage scheduling and execution of live Practice Model trainings.

• Skill Builders: Coordinate logistics (scheduling, etc.), delivery & follow-up for skill builders.

• Study Groups: Schedule, deliver, and follow-up of study groups across participants (New Org, Established, Field Managers).

• Field awareness and knowledge: Develop and reinforce basics about Practice Models & build up specialized skills.

• Support Model: Provide point of contact/primary line of support for Practice Models – addressing questions from Zones, Field Managers, Development Managers, Cultural Market teams & Advisors.

• Promotion/Training: Drive promotion & training campaign for Practice Models to Field Managers (potentially also Advisors) on a regular basis.

• Feedback collection: Collect feedback from Zones field managers & Advisors on regular basis, forward change recommendations to design & build team.

• Continual improvement and practice model development: Partner with TAC, agency, marketing, technology, and product areas to ensure content remains up to date and reflects the latest in marketplace, tools, regulations, strategic program, etc. Develop regular content review and update cycles.

• Adoption: Track enrollment & completion data, identify mitigation activities for low adoption GOs & Zones. Develop proactive communications and notification to drive completion.

• Reporting: Monitor performance and report to field/DMs.

• Licensing: Interface with licensing team to understand which agents may be behind in licensing requirements, and proactively reach out to field managers, DMs, etc. to drive accountability.

• Accountability: Help drive agent accountability for completion of practice model, licensing, certification, and Eagle/NYSLEC affiliation.

 

Qualifications

  • Bachelor’s Degree
  • Minimum of 5-7 years of relevant experience
  • Thorough knowledge of NYLIC University, all of NYLIC traditional and registered products, Agent compensation, and selling systems.
  • Thorough knowledge of adult learning concepts and methodologies.
  • Excellent written and communication skills.
  • Requires conceptual and innovative thinking.
  • Demonstrates proficiencies in project management.
  • Experience in delivering virtual classroom.
  • Exhibits a high degree of decision making and independence.
  • Field training experience (preferred).
  • Advanced knowledge of The American College Designation programs (FSCP, ChFC, RICP, WMCP, AEP, CAP, ChSNC, etc.).

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Salary range: $90,000-$135,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

 

 

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 89429