Job Description

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

New York Life’s primary distribution channel is the career Agency sales force of?more than 12,000?agents, operating in virtually every major city in the United States.? Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.? Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.??? 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.? The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.?? 

The Nautilus Group, a service of New York Life, is an exclusive resource accessible to Member Agents working?with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support it Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors. The Nautilus Group, located in Addison, TX is staffed by a team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. We are currently looking for a?Senior Specialist to join our team.??? 

Responsibilities

Provide support for the Nautilus case development team? 
Identification?of legal documents (cases) and assignment of them for workflow to case development team? ? ?? 
Quality Control review of all final cases at Nautilus before they are sent to the?Agent 
Assist?Nautilus Member Agents and their staff with navigating TNG marketing materials, case submissions and customizing content to their DBA brand utilizing various communication methods such as video conferencing?software (Teams or Zoom) 
Develop and produce business graphic designs for print and online communications materials for use in publications and other visual presentations. 
Participate in activities related to various Nautilus Meetings throughout the year? 
Provide front desk rotational support by answering incoming calls, greeting guests and other related activities?? 

Qualifications? ? ? ? ? ? ? ? ? ? ? ? ??? 

Bachelor’s Degree preferred? 
Graphic Design certification preferred 
Minimum of 2-4 years relevant experience? 
Knowledge of estate planning documentation that includes wills, trusts,?operating agreements and business documents? 
Advanced knowledge of Microsoft Word, Excel, PowerPoint, Outlook, Teams and Adobe products?and other presentation software 
InDesign, Photoshop and Illustrator knowledge preferred? 
Experience working with highly technical professionals; and the workflows involved with identifying legal documents that are used in estate planning for the advanced markets 
Excellent communication skills?