New York Life Insurance Company Work Values

Daily Duties at New York Life Insurance Company :

Selling life insurance, annuity, and long term care finance products to prospective clients and businesses. Agents work activities include: warm calls to natural market, cold calling prospects, making presentations to company-sponsored gatherings, canvassing online, subscription based lead services, working with special interest groups (Little League, Chambers) to compile lists of prospects and referrals, scheduling fact finding appointments, determine extent of current financial situation and investments; ascertain short/long term goals, build protection plan by calculating and quoting rates that meet immediate and long term strategy using planning station, designing financial solutions using illustration systems, packaging analysis and solution using proposal tool, conduct presentation of financial solution to clients using approved closing techniques, evaluate customer financial and health risks, complete application following regulatory guidelines, process application to determine customer insurability and obtain underwriting, fiduciary responsibility for all customer payments and fees, deliver policy and secure appropriate signatures following regulatory policies, maintain customer documentation and interaction for 3 years, schedule routine policy reviews, seek referral leads form new clients, capture and forecast pipeline, processing changes in beneficiary and policy changes, provides death benefits, reassessing client needs, participating in company and state provided educational opportunities, maintaining personal networks, participating in personal organizations.

What they like about New York Life Insurance Company :

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Ops Management, CRM Business Analyst, Program Management Operations, Business Engagement Operations, Business Development, Account / Territory Management, Client Relations, Sales Cycle Management, Sales Forecasting, Customer Service, Audits, Budgeting, Cost Accounting, Cost / Benefit Analysis, Payroll Financial Analysis, Merger and Acquisition, Reporting, Change Management, Consulting, Project Management, Social Media, Start Ups / Turnarounds, Public Relations, Strategic Planning, Team Leadership / Motivation, Policy Development, Process Improvement, Benefits / Compensation, Employee /Labor Relations, Recruiting, Training / Development, Workforce Planning, Talent Management, Performance Management, Employee Engagement, Needs Assessment, IT Strategy, QA /Testing, Technical Support, Deployment / Migrations, Negotiations, Presentations, Outsourcing, Expense Control, Procurement /Purchasing, Vendor Relations, Cost Reduction, Scheduling, Risk Management, Strategic Sourcing

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , QA/UAT CRM Systems, Microsoft Project, Microsoft Visio, Content Management Systems Administration, Hoovers, Salesforce.com Administrator, Siebel Sales 7.8 Administrator

These are some of the questions we asked our climbers about their experiences with New York Life Insurance Company :