Senior Associate, Data Analyst


Date: Jun 11, 2021

Location: White Plains, NY, US

Company: New York Life Insurance Co


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 Agent Activity Analyst will identify and translate data into insights regarding agent prospecting activity and its impacts on agent production and retention experience.  They will collaborate with the Field Prospecting team leadership to evaluate the efficacy of prospecting programs and initiatives, helping to inform the group's strategies and tactics used to drive results in our field force.  They will work as a liaison with key business partners, including; CDSAi, Field Learning, Agency Sales and Marketing.  They will be asked to play an important role in the creation, evaluation and revision of Prospecting strategies and tactical plans.


Role Overview

  • Collect and organize data metrics on agent prospecting activity and key programs/initiatives (e.g., field office performance, CRM name assignments, lead programs)
  • Compile agent activity metrics for reporting (i.e., monthly reports)
  • Provide insights on the data analyzed and help determine the efficacy of key initiatives
  • Partner with various data-source managers to leverage company-wide data, helping the Prospecting team to understand/utilize data to drive optimal agent activity
  • Conduct studies and analyzing the data to quantify results from agents engaged in specific activities/best-practices to help institutionalize successful programs and practices
  • Collaborate with broader team to create the narrative around studies and data analyses
  • Analysis of prospecting activity (KLI) on sales & agent productivity (KPI)



  • High School/GED
  • Minimum of 5-7 years of relevant experience
  • Data analysis, use of business intelligence tools
  • Proficiency with SQL, Tableau, Excel, Ambari and/or relevant data/business intelligence platforms
  • Ability to translate data insights for a business audience



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 our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 83748




Nearest Major Market: White Plains
Nearest Secondary Market: New York City

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