Senior Associate, Sales Strategy and Planning


Date: Jul 31, 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.



  • As a member of New York Life's Planning and Sales Strategies Team you will participate in the development and execution of incentives and programs designed to drive sales, in support of New York Life's Agents, field managers and Product Consultants. Responsibilities include but are not limited to the following:
  • Assist with quarterly incentive campaigns from launch to fulfilment.  Monitor reporting, communications, plan development, creating materials and oversee promotion.  Liaison with internal business partners for coordination and alignment. 
  • Run sales webinar overseeing all aspects of logistics, content, promotion, working speakers and obtaining all necessary approvals to execute event.
  • Develop materials, namely PowerPoint presentations to support various initiatives and campaigns.
  • Review and update agent facing content as well as develop new tools that will help agents grow their business.
  • Work closely with product marketing teams during new product and program launches.  Attend meetings, provide feedback and execute as part of the greater team.
  • Perform miscellaneous duties a required by management.



  • Bachelor’s degree preferred
  • Minimum of 5-10 years of relevant experience.
  • Ability to interact with various departments within New York Life, with people at various levels in the organization and the Field in particular agents.
  • Strong PC skills including MS Word, Excel and PowerPoint.  
  • Knowledge of New York Life product portfolio essential.


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: 86809




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

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