Group Benefit Solutions Sales Development Program

Job Description

2027 GBS ASCEND Program Associate – Sales Desk San Diego | New York Life

The Tone:
This is a full-time, hybrid role at New York Life, located in San Diego, CA, with a requirement to be in office 3 days per week. New York Life is the largest mutual life insurance company in the United States, a Fortune 100 company, and one of the largest insurers globally, boasting a 180-year legacy of purpose and integrity. The organization is proactively evolving into a more technology-, data-, and AI-enabled entity, while remaining grounded in core values that drive lasting impact across its diverse business portfolio. This program offers an opportunity to join the New York Life Group Benefit Solutions (NYLGBS) Distribution and Sales team, contributing to the mission of providing financial security, peace of mind, and market-leading outcomes for businesses and their employees.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – San Diego, CA
• Pay: $65000–$92500 yearly
• Team: New York Life Group Benefit Solutions Sales Desk team
• Mission: Support the sales and client management process for employer group insurance, ultimately driving new business opportunities and managing relationships.
• Tech Stack: Microsoft Office, Salesforce (a plus)

What You’ll Actually Do
• Program Completion: Successfully complete a comprehensive formal training program that includes classroom and virtual instruction on group insurance products, systems, and sales processes, along with hands-on exercises, company-sponsored licensing, and mentorship to prepare for sales roles.
• RFP Management: Own and execute the entire Request for Proposal (RFP) process, from initial intake to final proposal delivery, specifically for employer groups in the select market (50-250 lives), ensuring accurate quoting and proposal development.
• Account Renewal: Manage and execute all phases of the renewal cycle for select accounts, which includes coordinating plan design changes, facilitating underwriting reviews, and delivering renewal proposals, assisting with implementation and onboarding.
• Sales Support & Growth: Actively partner with the Sales Desk Lead and sales representatives within an assigned region to drive growth in the select market, track quote activity, and maintain relevant sales systems.
• Client & Broker Engagement: Progress into a Sales Representative or Account Executive role to manage broker and client relationships within an assigned book of business, actively promoting NYLGBS products and solutions to drive new business opportunities.

The Must-Haves
• Background: Entry-Level career seeking a structured development program within the financial services industry. Bachelor’s degree preferred for this role in group insurance sales.
• Experience: No specific years of experience required, but proficiency with the Microsoft Office suite is essential. The role will provide exposure to internal partners including underwriting, pricing, product, marketing, and service and claim operations.
• Skills: Demonstrated strong communication skills, excellent organization, keen attention to detail, a customer-focused mindset, and the ability to manage multiple priorities effectively. A willingness to learn and grow is crucial.
• Bonus: Prior experience or proficiency with Salesforce is a plus.