New York Life Sales Analyst #36638 in Tampa, Florida

New York Life Insurance Company (“New York Life” or “the company”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.

New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2015 operating earnings of $1.875 billion. Total assets under management at year end 2015, with affiliates, totaled $528 billion. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 8/11/15).

Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.

Manage and contribute to telesales planning and forecasting. Collaborate with telesales leaders to create new strategic ideas, oversee the testing and analytic process, and manage implementation of key initiatives. Propose sales and cost projections for strategic initiatives and ensure development of comprehensive forecasting tools to analyze results. Create regular sales and cost updates for senior management with an emphasis on measuring performance against historical trends and forecasted performance. Contribute to and assist with the annual and periodic planning processes, collaborating on sales plans and cost forecasts. Make recommendations to maximize sales and contain costs to efficiently grow the business and meet profitability targets.

  • Collaborate with Telesales leadership on the planning and forecasting process: create and review historical trend analyses, agree upon plan assumptions and build projections worksheets for review throughout the year.

  • Participate in the development of new sales program ideas and channel enhancements based on emerging telesales capabilities.

  • Work closely with SSC and Marketing staff to monitor program status. Plan and inform senior management of trends or issues that result in variance to plan.

  • Develop and utilize quality control processes that validate the accuracy and reasonableness of telesales plans and sales projections across all key measures.

  • Oversee continuous review of process improvements in quality control, and telesales treatments, etc.

  • Collaborate with telesales leadership to develop and oversee execution of plans for the implementation of strategic initiatives to continually maintain and improve sales results.


  • Bachelors Degree preferred

  • 5 years of sales and/or marketing experience that includes analytical aptitude

  • Strong organizational skills and attention to detail a must

  • Self-motivated and flexible

  • Ability to review large sets of data and evaluate for consistency and accuracy

  • MS Excel and MS Access software application experience is required

  • Conscientious about deadlines and good at prioritizing to meet them

  • Must follow-through on all quality control standards

  • Able to work with external vendors and internal departments

  • Must have the ability to extrapolate information and apply to unrelated data

  • Must be able to manage multiple priorities at once

  • Ability to review large sets of data and evaluate for consistency and accuracy




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*Based on revenue as reported by “Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 15, 2015. See for methodology.

  1. Operating earnings is the key measure use by management to track Company’s profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US(GAAP), with certain adjustments Company believes to be appropriate as a measurement approach ( non GAAP), primarily the removal of gains or losses on investments and related adjustments.

  2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

Date: Oct 17, 2016

Location: Tampa, FL, US

Company: New York Life Insurance Co

Job Segment: Accounting, QC, Inside Sales, Telemarketing, Sales, Finance, Quality

Nearest Major Market: Tampa