Drive, monitor and assist New Org Agent retention and production efforts.
Properly implement NYLIC University’s Blended Learning Curriculum and Critical Selling Skills Systems. This includes notifying Agents of course deadlines and virtual session offerings as well as preparation for the facilitated delivery of Group Instruction and Drill (GID) sessions / Skill Builders.
Understand NYLIC University Online. This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
Understand and remain current with NYL Central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
Channel, drive and promote sales initiatives and incentives with Agents, GO Field Management Teams and the Zone. Develop a solid knowledgebase of NYLIC products.
Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
Effective with technology to enable training and assistance in virtual environment.