Senior Associate, Sales Strategy & Planning


Date: Jul 28, 2022

Location: White Plains, NY, US

Company: New York Life Insurance Co



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.


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.


Role Overview

  • Create, deliver, and measure the impact of key client marketing and sales strategies.
  • Develop procedures for large scale client marketing initiatives (e.g. Orphan Client Distribution, Agent Collaboration).
  • When needed, coordinate the creation of new book of business marketing materials and obtaining and maintaining compliance approval.
  • Support resources include training webinars, basic concept papers, PowerPoint decks, as well as coordinating agent training material creation where appropriate.  The compliance approval process involves submitting, making modifications, coordinating between Agency and Compliance, as well as tracking approval, expirations, and resubmissions.
  • Manage all agent book of business support content posted on Agency Portal.
  • Support the Field’s utilization of the ClientShare platform. This includes maintaining the system, reporting issues, working with tech teams to resolve and test fixes. Also, to support the concierge usage of CS for targeted agent teams as well as pursue other avenues to expand its utilization.
  • Contribute to ideas and innovations that will add efficiency and expand the results of the team. 
  • Be the liaison between the team and AAC for all matters that effect the team’s areas of responsibility.



  • Bachelor’s Degree
  • Minimum of 3-5 years of relevant experience
  • Life/Health license preferred / Registered Rep a bonus / Financial Planning Certification a bonus
  • Strong PC skills including MS Word, Excel with an emphasis on PowerPoint
  • Knowledge of New York Life product portfolio essential.
  • Ability to interact with various departments within New York Life, with people at various levels in the organization and the Field in particular agents. The ability to deescalate an interaction is essential.
  • Strong understanding of career agency field operations and the life insurance sales process.
  • Strong oral and written communication skills; some presentation experience.
  • Self-motivated individual with ability to work on multiple projects simultaneously.
  • Ability to work independently and/or as part of team.


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. We're proud that due to our mutuality, we operate in the best interests of our policy owners. 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: 87019




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

Job Segment: Strategic Planning, Social Media, Advertising, Strategy, Marketing, Sales