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Fully Onsite

Location Designation

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

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, 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.

This role is housed in the South Florida GO.

Role Overview

Review all cases written by assigned agents

Review all incoming 3010 logs for assigned agents. Follow-up when necessary

Review all out going correspondence and provide to the appropriate department for approval

Assist in agent training with regard to compliance/standards rules and regulations, including field observation

Work with Management Team to identify and resolve potential red flag items generated locally or through Home Office

Work with CCD, General Office, and Zone to ensure that all complaints are processed in a timely manner

Conduct all follow-up required after annual Supervisory Interview of assigned agents.

Conduct and document client contact as necessary

Ensure all seminar materials are submitted/approved and advance notifications are given to the General Office as required

Ensure agent staff is properly trained

Qualifications

Bachelor's Degree and/or equivalent experience

Minimum 2 years of industry experience

Series 7 and 24 required

Series 51 or 53 (or obtain within 12 months)

Series 65, 66 or ChFC (or obtain within 6 months)

Excellent communications skills (written and verbal)

Strong analytical skills required

Must be a self-starter, result oriented and a team player

#LI-SV1

$82,500 - $122,500

Salary range

Exempt

Overtime eligible

Yes

Discretionary bonus eligible

No

Sales bonus eligible

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.

This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

Please note

Recognized as one of

Fortune's

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Newsroom

Careers

www.NewYorkLife.com

Job Requisition ID90171