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Insurance Team Leader

2 months ago

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


Are you an experienced professional seeking a rewarding career opportunity? We offer a comprehensive benefits package that includes a competitive salary, health insurance, retirement plans, and 401k options.

As an Insurance Team Leader, your primary role will be to guide and develop a group of insurance specialists without individual sales targets.

This position presents excellent opportunities for personal and professional growth, potentially leading to a position within a prestigious Fortune 100 organization.

Our performance assessment framework facilitates advancement to higher leadership roles such as Senior Partner or Managing Partner.

Start your professional journey with us today

Key Responsibilities

  • Manage a team of insurance specialists to ensure compliance with company standards.
  • Offer mentorship and support to team members engaged in the Associate Partner Training Program.
  • Formulate and execute strategies to improve operational efficiency and enhance team performance.
  • Encourage the growth and development of associates to boost their overall effectiveness.
  • Oversee the daily functions of the insurance office, including administration, personnel management, and workflow optimization.
  • Collaborate with colleagues to successfully complete projects that align with customer expectations.

Required Qualifications

  • Applicants for the Insurance Team Leader position must possess FINRA S7, S63, S65, or S66 Registrations and hold Life and Health licenses as Registered Representatives.
  • A minimum of two years of experience in the industry or sales management is essential.
  • A Bachelor's Degree or equivalent experience is required for this role.
  • Proven ability to lead and manage teams effectively is crucial.
  • Excellent verbal communication skills are necessary.
  • Ideal candidates will have a demonstrated history of meeting or surpassing targeted goals.