New York Life – “Agent review”

Pros

Decent marketing support, but difficult to prospect in the middle of an economic downturn. Comparable with similar companies in the industry.

Cons

Marketing support is not sufficient and the emphasis on small policies instead of serious financial advising is good for entry level hires, but not experienced reps.

Advice to Senior Management

The monday "phone a thon" is not helpful. It produces useless leads for tiny clients instead of opportunities to advise high net worth clients.