Associate, Agency Digital Activation Desk

White Plains, New York, United States

Hybrid

92322

Agency

White Plains,New York,United States

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

The Agency Digital Desk is the main resource and support for Agents and Advisors to support their business as the company evolves its Digital Ecosystem. With this comes additional cross-departmental alignment, strategic involvement, field support and leadership capabilities for the team. The team supports Sales Central, Marketing Central, and our Guide Me platform, among other technology platforms. In addition to supporting Advisors, Agency Digital Desk will also be proactive in their outreach to Advisors who can best benefit from strategic conversations.

Major responsibilities of this position include but are not limited to:

• Fielding inbound calls from high-level producers and staff regarding how-to questions.
• Help devise strategies for top tier agents on how to use the digital tools being offered to more effectively run their business.
• Make proactive outbound calls to agents in an effort to increase their productivity and adoption of digital platforms.
• Conduct training sessions with top tier agents and their staff via webinars as well as in-person training sessions at New York Life events
• Cross-departmental collaboration with platforms:
  Marketing Central, Sales Central, and Guide Me
• Provides ad hoc reporting and data analytics for Senior Leadership, and internal teams such as recruiting, sales desks, and prospecting.

• Bachelor’s degree or equivalent experience.
• Experience interacting with the field is beneficial as it will help support an understanding of advisor needs and best practices
• Prior experience delivering virtual training (e.g., webinars or remote sessions) is a plus
• Proficiency with Word, Excel, and PowerPoint as well as various internet search techniques.
• Basic Knowledge of Zoom and Salesforce or other CRM.
• Must have the ability to work both independently and in a team environment.
• Possess excellent oral and written communication skills and interpersonal and customer service skills.
• Must have strong relationship building skills & sense of time management.
• Must be a detail-oriented and well-organized self-starter with high energy…