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Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads New York Life’s enterprise Field Prospecting Strategy & Enablement function. Defines the vision, operating model, playbooks, metrics, roadmap, and AI-enabled capabilities that help field agents and advisors generate local prospect opportunities. Builds and leads a high-performing team, scales best practices, pilots new capabilities, partners with Agency, Marketing, Technology, Data, and Digital teams, and drives adoption and measurable business outcomes across the organization.
Top Skills:
AnalyticsArtificial IntelligenceCrm PlatformsDigital EcosystemsMarketing Technology
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Supports investor relations and business development for private credit activities. Responsibilities include responding to client and prospect information requests, creating presentations and marketing materials, maintaining investor data rooms and databases, completing RFPs and RFIs, managing CRM data and deliverables, and supporting fundraising and investor-related projects. The role collaborates with investment, sales, operations, compliance, legal, and data teams while using AI tools to improve productivity and output quality.
Top Skills:
Ai ToolsCrm SystemsExcelMicrosoft WordPowerPoint
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Achieves investment sales objectives by supporting New York Life agents with annuity and mutual fund product expertise, case design, sales presentations, technical guidance, and product training. Builds relationships with agents and management, explains product enhancements and tax considerations, and provides individual and group sales support. Requires approximately five years of investment-product wholesaling experience, relevant FINRA registrations, a life license, and frequent travel of up to 80%.
Top Skills:
FinraSeries 6Series 63Series 7
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads a team of 12–15+ national account managers and service associates delivering service to large group-benefits clients. Oversees service quality, productivity, client and broker relationships, escalations, staffing, talent development, budgets, and continuous improvement. Partners cross-functionally on client-services transformation, administrative-platform enhancements, and client-facing technology initiatives while ensuring alignment with service levels, KPIs, and organizational goals.
Reposted 7 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Supports an external wholesaler by building relationships with financial advisors, executing territory sales strategies, presenting investment solutions, identifying growth opportunities, and providing market insights. The role involves consultative selling, CRM and sales tracking, advisor meetings, conferences, and seminars. Candidates must hold FINRA Series 7 and 66 licenses, have asset management sales or financial advisory experience, reside in the Northeast, and travel occasionally.
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15 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manages a portfolio of group benefits clients and brokers, supporting renewals, underwriting negotiations, retention, service, and policy growth. Identifies upsell and cross-sell opportunities, coordinates with underwriting and internal teams, maintains compliance and pipeline records, and represents the company at industry events. Completes structured training and develops readiness for promotion to Account Executive. Requires domestic travel of up to 30%.
Top Skills:
MS Office
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads client coverage for high-net-worth advisors and clients with $5M+ in investable assets. Coordinates client relations, implementation, investment strategy, and specialist teams; develops customized wealth solutions; drives business development and multi-product relationships; handles escalations; ensures regulatory and fiduciary compliance; and mentors coverage specialists.
21 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Supports Field Sales and Account Management teams through client and broker relationship development, sales activities, product learning, data analysis, and cross-functional collaboration. Uses Salesforce, BenefitFlow, Tableau, and generative AI tools to organize information and support business objectives. Participates in mentorship, networking, professional development, and a capstone project involving problem-solving and stakeholder presentations.
Top Skills:
BenefitflowGenerative AiExcelMicrosoft WordSalesforceTableau
21 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Supports Group Benefit Solutions sales and account management teams during a 10-week internship. Responsibilities include assisting field sales, learning employee benefits products, strengthening broker and client relationships, using Salesforce, BenefitFlow, Tableau, and generative AI tools, collaborating cross-functionally, participating in professional development, and completing a capstone project.
Top Skills:
BenefitflowGenerative AiExcelMS OfficeMicrosoft WordSalesforceTableau
21 Days AgoSaved
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Ten-week sales internship supporting field sales and account management teams. Responsibilities include learning employee benefits products, developing broker and client relationship skills, using Salesforce, BenefitFlow, Tableau, and generative AI tools, collaborating cross-functionally, participating in professional development, and completing a capstone project. The intern will gain practical experience in business development, sales support, analytics, and client-facing business operations.
Top Skills:
BenefitflowGenerative AiExcelMS OfficeMicrosoft WordSalesforceTableau
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