Sales Desk Associate

New York Life

Posted 3 months ago

Full Time

Pittsburgh, Pennsylvania

Hybrid

Smart Summary

Responsibilities

The role involves supporting quoting and proposal generation for employer groups and managing the end-to-end RFP process. It eventually transitions into a Sales Representative role managing broker and client relationships to drive new business.

Qualifications

You have a Bachelor's degree and strong communication, organization, and attention to detail skills. You are customer-focused, able to manage multiple priorities, and proficient with Microsoft Office. Salesforce proficiency is a plus.

Must Have Skills for ATS

Salesforce

Microsoft Office

Job Description

Location Designation: Hybrid - 3 days per week 

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

Alternate locations: Pittsburgh, PA (Pennsylvania); Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Houston, TX (Texas); San Diego, CA (California); Tampa, FL (Florida)

** Six (6) openings are available **

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
  • 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 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:

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

#LI-SV1

#LI-HYBRID

Pay Transparency

Salary range: $70,000 base + Sales Incentive 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

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.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise 

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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.

​Job Requisition ID: 93820 

#GBS

New York Life

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia
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