2027 GBS ASCEND Program Associate - Sales Desk San Diego

Posted Yesterday
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San Diego, CA, USA
Hybrid
65K-93K Annually
Entry level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Powered by purpose. Driven by people. Built to evolve.
The Role
Participate in a structured training program covering group insurance products, quoting, proposals, sales processes, and operations. After training, support employer-group RFPs, proposal delivery, quote tracking, implementation coordination, renewals, and collaboration with sales teams. Progress toward managing broker and client relationships, promoting insurance solutions, and developing new business opportunities. Strong communication, organization, customer focus, multitasking, and willingness to learn are required.
Summary Generated by Built In
Location Designation: Hybrid - 3 days per week
Join New York Life, the largest mutual life insurance company in the United States and one of the largest insurers in the world, for an opportunity to help us fulfill our mission to make an impact on the lives of others.
Who we are:
New York Life Group Benefit Solutions (NYLGBS) works with businesses and their employees to help provide financial security, peace of mind, and market-leading outcomes. Our Distribution and Sales teams cultivate relationships with insurance brokers and clients, delivering solutions that support growing organizations and their employees.
What you'll do:
Phase 1: Formal Training Program
  • You will begin your journey with a comprehensive training experience that includes:
  • Classroom and virtual instruction on group insurance products, systems, and sales processes
  • Hands-on exercises focused on quoting, proposal development, and sales operations
  • Exposure to internal partners including underwriting, pricing, product, marketing, and service and claim operations
  • Company-sponsored licensing to enable you to sell group insurance products
  • Mentorship, coaching, and structured learning milestones

Phase 2: Sales Desk Placement & Development
Upon successful completion of training, you will:
  • Support quoting and proposal generation for employer groups in the select market (50-250 lives)
  • Own the end-to-end RFP process from intake to proposal delivery
  • Track quote activity and maintain systems
  • Assist with implementation coordination and onboarding
  • Execute all phases of the renewal cycle for select accounts including plan design changes, underwriting review, and renewal delivery
  • Partner with Sales Desk Lead and sales representatives within assigned region to drive growth within the select market

Phase 3: Progression into Sales Roles
As you build experience, you will transition into a Sales Representative or Account Executive role where you will:
  • Manage broker and client relationships within assigned book of business
  • Promote NYLGBS products and solutions through active market engagement
  • Drive new business opportunities through broker partnerships
  • Act as a trusted partner to internal and external stakeholders

What you'll bring:
  • Strong communication, organization, and attention to detail
  • Customer-focused mindset
  • Ability to manage multiple priorities
  • Willingness to learn and grow
  • Bachelor's degree preferred
  • Proficiency with Microsoft Office; Salesforce a plus

Pay Transparency
Salary Range: $65,000-$92,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base 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 addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide 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 flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental 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 foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 95273
#BI-Hybrid

Skills Required

  • Strong communication skills
  • Strong organizational skills
  • Attention to detail
  • Customer-focused mindset
  • Ability to manage multiple priorities
  • Willingness to learn and grow
  • Bachelor's degree
  • Proficiency with Microsoft Office
  • Salesforce experience

What the Team is Saying

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The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

What We Do

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.

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About our Teams

New York Life Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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HQNew York, NY
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