Location Designation: [[cust_rolelocationdesignation]]
Role Overview:
The Institutional Life Sales Support Coordinator provides administrative support to the Institutional Life Sales Team. This is a part-time remote role (approximately 25 hours per week), generally supporting the team Monday through Friday during business hours.
The position is responsible for coordinating schedules, arranging travel, processing expenses, maintaining records, preparing meeting materials, and providing general administrative support. Work is performed under established procedures and guidelines to support team effectiveness and operational efficiency.
Success in this role means helping the sales team stay organized, responsive, and efficient through accurate administrative support and timely coordination.
What You'll Do :
Administrative Support
Coordinate internal and external meetings, conference calls, and related logistics.
Maintain team calendars and schedule meetings.
Arrange travel as requested.
Process expense reports and Gift and Entertainment reporting documentation.
Maintain conference calendars and related administrative records.
Assist with scheduling and administrative logistics for meetings and events.
CRM and Record Maintenance
Enter and update customer and contact information in Salesforce as directed.
Support data entry and record maintenance activities within Salesforce.
Maintain broker lists and contact information.
Generate standard Salesforce reports using established templates and procedures.
Presentation and Document Support
Format PowerPoint presentations, meeting materials, and routine documents.
Provide administrative support for proposal document preparation.
Client and Team Support
Handle appointment confirmations.
Collect and organize client documentation.
Track administrative deadlines and follow-up items.
Provide general administrative support to the Institutional Life Sales Team.
What You'll Bring :
You bring a strong desire for coordination and order. You should be organized, responsive, and comfortable supporting a fast-paced team with administrative and coordination tasks.
Required Skills
3+ years of administrative support experience.
Strong organizational and administrative skills.
Experience managing calendars and scheduling.
Strong written and verbal communication skills.
Proficiency in Microsoft Office (PowerPoint, Word, Outlook, Teams).
Ability to prioritize and complete assigned administrative tasks within established timelines.
Preferred Skills
Salesforce familiarity.
Experience supporting a business or sales team.
Financial services or insurance industry exposure.
Colorado Statement:
It is recommended that all qualified candidates apply to this posting as soon as possible. Residents of Colorado are hereby notified that the deadline to apply is two weeks from the Posting Date listed above.
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Pay Transparency
Salary Range: [[cust_salaryRangePosting]]
Overtime eligible: [[customString6]]
Discretionary bonus eligible: [[cust_merit]]
Sales bonus eligible: [[stockPackage]]
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) .
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.Click here (https://www.newyorklife.com/newsroom/featured-awards) to learn more about New York Life's leadership in this space.?
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation (http://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .
?Visit ourLinkedIn (https://www.linkedin.com/company/newyorklife/mycompany/) to see how our employees and agents are leading the industry and impacting communities.
Visit ourNewsroom (https://www.newyorklife.com/newsroom) to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
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