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Sr. Sales Representative

New York Life Insurance

New York Life Insurance

Sales & Business Development
Charlotte, NC, USA
Posted on Saturday, June 29, 2024

Location Designation: Hybrid - 3 days per week

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.


At New York Life Group Benefit Solutions, we foster a diverse and inclusive environment that values growth, collaboration, and professional development. We prioritize work-life balance, offering a hybrid work schedule with remote work on Mondays and Fridays and onsite work from Tuesday to Thursday. Our team is dedicated to making a positive impact on our clients and communities, providing the support and resources you need to thrive in a dynamic, fast-paced environment.

Role Responsibilities:

The Senior Sales Representative is key to our distribution organization, focusing on the growth of Group Benefit Solutions. This involves developing productive relationships with producers, selling group insurance products (Life/AD&D, Disability, Absence Management, and Voluntary Benefits), and ensuring the retention of existing clients. You will partner with other Field Office roles to drive growth through upselling and cross-selling.

What You’ll Do:

  • Drive new business pipeline from assigned brokers and consultants.
  • Source RFPs, collaborate with underwriting partners, deliver proposals, and present products.
  • Meet or exceed annual business plan targets for new business premium and case count.
  • Maintain monthly broker call and new business quote activity.
  • Manage the sales process for group insurance products.
  • Partner with internal teams to develop upsell strategies and ensure profitable retention.
  • Participate in renewal processes and industry events.
  • Maintain compliance tracking.
  • Engage in new hire and ongoing training, special projects, and process improvements.
  • Foster teamwork and communicate effectively to enhance productivity and build relationships.

What You’ll Bring:

  • High energy, self-motivation, and a proactive attitude.
  • Ability to partner internally and externally to drive quote activity and new business opportunities.
  • Strong problem-solving and relationship-building skills within a matrix organization.
  • Exceptional communication and presentation skills.
  • Organizational skills to handle multiple tasks and prioritize effectively.
  • In-depth knowledge of insurance products and industry updates.
  • Commitment to delivering an exceptional client and broker sales experience.
  • 2+ years of sales or related experience preferred.
  • BA/BS Degree preferred.
  • Experience in Life/Accident/Disability/Leave preferred.
  • Valid Driver’s License and Life and Health Insurance License preferred.
  • Proficiency in MS Office and online tools.
  • Strong negotiation and influencing skills.

Join our team and contribute to our mission of providing exceptional group benefit solutions while enjoying a balanced and rewarding career. Apply today!

#LI - EM1


Salary range: $190K + (base + sales incentive)

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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: 90533