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CVP Life Insurance Sales
NYLIFE Securities, Inc.
Tampa, FL, United States
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New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.
New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+ (Source: Individual independent rating agency commentary as of 8/1/17).
Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.
Leads and directs the activities of Sales & Service staff and broadly supports the strategic goal of Telesales Engagement. Responsible for supporting AARP Life program with shared staff and drives AARP Life aales, outbound and conservation efforts. Executes all new Sales & Service strategies, ensures compliance to all regulatory and suitability protocols, and ensures the highest level of quality. Responsible for managing all contact center activities in support of AARP Life program and Lead Generation initiatives.
Provides recommendations and implements all workflows and service procedures. Identifies sales opportunities and support the development of new sales strategies with Marketing and Sales & Service management. Collaborates with other business units for analyzing business needs and opportunities. Participates in the development and direct the implementation and maintenance of service related systems, forms and training. Ensures adherence to company and regulatory guidelines and suitability requirements. Performs budget preparation activities, staff demand models, and controls expenditures. As necessary, handles complex sales activities and sensitive service requests, inquiries and complaints. Keeps abreast of policy/contract provisions, related laws, regulations, tax requirements, company procedures, and retirement industry trends. Directs the preparation and analysis of sales and service related reports and statistics.
Qualifications
• Life, Health & Variable Annuity (215) license preferred, but not required
• Bachelor Degree in Business Administration, Information Technology or related field or equivalent work experience
• 5 – 10 years experience in Sales Management, Lead Generation, Prospect Development, Customer Relationship Management, People Development, Face to Face Sales Management
• Ability to develop and execute strategic initiatives to grow AARP Life sales and support agent lead generation.
• Detailed understanding of the lead generation and sales process.
• Demonstrated ability to achieve company goals and resolve complex customer issues.
• Strong analytical and problem solving skills.
• Keen understanding of the sales development process and the ability to support the training and development process.
• Understanding of Contact center technology infrastructure and ability to frame business opportunities to improve them.
• Demonstrated ability to lead sales and service agents and Managers.
• Ability to build and maintain strong working relationships across all areas of the organization including Marketing, Systems, Workforce Management, and across Member Service.
• Strong work ethic, attention to detail and commitment to high quality work.
• Ability to lead strategic projects as required.
• Ability to identify and troubleshoot customer issues and offer unique solutions to clients. Ensure managers and agents gain expertise to resolve complex issues.
• Ability to design, redesign, and plan new training and quality processes. Analyze data to ensure staff and program success.
• Ability to work with a high degree of independence, performing duties with limited supervision.
• Self-starter who is able to act independently and work collaboratively.
• Detail oriented and able to multitask and meet deadlines.
• Ability to issue high value contracts.
• Excellent written communications and oral presentation skills are necessary to interact and influence effectively with cross-functional department management, co-workers, SLT members, and external customers.
• Ability to summarize and present quantative information for decision making.
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