Associate Partner

2 weeks ago


Charlotte, North Carolina, United States New York Life - Matthews Full time
Job Description

As an Associate Partner in the Accelerated Path to Associate Partner Program at New York Life - Matthews, you will play a key role in building strong relationships with potential clients in Charlotte, NC through active engagement with the local community. Your primary responsibility will be to cultivate and sustain lasting connections with financial advisors and clients to drive sales and ensure customer loyalty.

Key Responsibilities:
  • Develop and execute strategies to enhance customer service within the program by analyzing customer feedback and market trends.
  • Participate in industry conventions and events to increase visibility of the company's products and services among the target audience.
  • Build relationships in the community by networking and engaging with local business leaders.
  • Collaborate with the sales team to identify and pursue new business opportunities.
Requirements:
  • Proven track record of managing sales teams effectively for a minimum of 3 years.
  • Excellent verbal and written communication skills.
  • Proficiency in MS Office tools.
  • A comprehensive understanding of the sales process, including outreach and qualification strategies.
  • Attention to detail and a determined, goal-driven mindset.
  • Strong problem-solving abilities and a commitment to delivering exceptional customer service.
  • The capability to work independently and collaboratively within a team setting.
About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation



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