Partner
$115,966–$115,966 year
On-siteWaltham, Massachusetts, United States
Job Summary
Execute comprehensive candidate recruitment strategies using diverse sourcing methods to ensure seamless progression through New York Life's four-stage interview process. Conduct thorough interviews with prospective candidates, deliver career overviews, and select top talent while providing detailed insights into training and marketing initiatives. Guide onboarding candidates through personalized support, develop tailored individual plans, and provide rigorous training drills to ensure mastery of job-related tasks. Conduct field observations alongside agents, perform performance reviews, and implement retention strategies aligned with organizational benchmarks to foster loyalty and longevity. Offer expert assistance in navigating life and investment case examinations and facilitate compassionate claims delivery to beneficiaries.
Required Qualifications
- Two (2) years of experience as a Sales, General, Operations Manager or related occupation recruiting, mentoring, or developing high-performing sales professionals in the insurance, brokerage, or financial services industry
- Experience coordinating with a team of high-performing sales professionals in the insurance, brokerage, or financial services industry to drive revenue growth and ensure operational excellence
- Utilizing Salesforce (CRM) and other technologies to track activity and monitor company metrics
- Providing customized financial solutions to manage client portfolios, risk, and achieve wealth and retirement goals
- Participating in talent recruitment, interviewing candidates, and onboarding new hires
- FINRA SIE License
- FINRA Series 6 or 7 License
- FINRA Series 63 or 66 License
- Life Insurance Producer License
- Accident & Health or Sickness Producer License
- Up to 35% domestic travel
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