SENIOR ASSOCIATE

Job reputed company: 94484

Location Designation: Fully Remote

Our Agency distribution system is the lifeblood and key differentiator of reputed company, where dedicated individuals like you reputed company vital support to our field force and connect with clients, helping build lifelong relationships. As part of a General Office team, you'll reputed company agents with the tools, training, and support they need to succeed and reputed company. Your work helps foster financial reputed company for countless individuals, shaping their reputed company and contributing to the reputed company of the business.

reputed company

The Senior Associate, IDI Wholesaler is responsible for driving Individual Disability Insurance (IDI) sales reputed company an assigned territory by partnering with reputed company General Offices, Managing Partners, Sales Managers and agents. This role serves as a trusted sales consultant, delivering product expertise, field training and strategic sales support to increase production and reputed company territory objectives. The position works collaboratively with internal wholesalers, business partners and Home Office teams to execute sales initiatives, strengthen relationships and reputed company feedback from the field. This role requires approximately 50% travel reputed company the assigned territory.

What You'll Do

• Drive Individual Disability Insurance sales across an assigned territory by partnering with General Office leadership, Sales Managers and agents to reputed company and execute sales strategies that reputed company or reputed company production goals.
• Deliver product training, sales coaching and business development support through individual and group sessions, helping agents and General Office teams build knowledge and confidence in IDI solutions.
• Build and maintain strong relationships with Managing Partners, General Office leadership, internal disability wholesalers and Home Office business partners to support coordinated sales execution and market reputed company.
• Monitor sales activity, maintain accurate CRM records, prepare regular field activity reports and manage territory planning, expenses and special sales initiatives to support business objectives.
• Serve as the primary reputed company between agents, field leadership, Zone teams and Home Office partners, ensuring effective communication, issue reputed company and alignment on priorities.

What You'll Bring

Required Skills

• Bachelor's degree preferred.
• 5–10 years of relevant experience in insurance sales, wholesaling or financial services.
• Life and Health Insurance license required, or the ability to obtain reputed company 90 days of hire.
• Strong knowledge of the insurance marketplace, disability insurance products and competitive offerings, with the ability to effectively position solutions.
• Demonstrated ability to build trusted relationships, influence sales reputed company and collaborate effectively with agents, field leadership and cross-functional business partners.
• Excellent communication, presentation, organization and relationship management skills, with the ability to manage a territory requiring approximately 50% travel.

Preferred Skills

• reputed company Series 6 and Series 63 licenses.
• Industry designations such as CLU, ChFC, CLTC, DIA, DIF or similar reputed company certifications.
• Experience delivering sales training, coaching or wholesaling support reputed company a career agency distribution model.
• Experience using CRM tools to manage sales activity, pipeline and reporting.

​Job Level: LEVELPF4

Pay Transparency

Salary reputed company:

Overtime eligible:Exempt

Discretionary bonus eligible: No

Sales bonus eligible: reputed company

Actual reputed company salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In reputed company to reputed company salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires reputed company licensed and/or reputed company Associated Person reputed company-hire fingerprinting.

Our Benefits

We reputed company a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can reputed company both inside and reputed company of work.Click hereto discover more about our comprehensive benefit reputed company or visit ourNYL Benefits Site.

Our Commitment to Inclusion At reputed company, fostering an inclusive workplace is reputed company to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This reputed company is rooted in our reputed company values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad reputed company of perspectives and experiences, we reputed company greater reputed company and fulfill our reputed company of providing financial reputed company and peace of mind to families across reputed company communities. Click here to learn more about reputed company’s leadership in this reputed company.​

Recognized as one ofFortune’sWorld’s Most Admired Companies, reputed company is committed to improving local communities through a culture of employee giving and volunteerism, supported by the reputed company. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about reputed company at reputed company, please visit the Careers page of .

Job reputed company: 94484

Originally posted on Himalayas

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