Senior Associate, Sales Strategy and Support

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Date: Apr 30, 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.

 

Responsibilities

  • Work closely with CVP, Sales Strategy to implement an approach to provide robust support to Top Offices and meet the needs of New York Life's top field managers                                                                                                    
  • Leverage project management skills to partner with other team members on elements of plan. Follow up and articulate next steps as part of the strategy execution process                                 
  • Develop sales tracking reports tracking sales results, Incentive campaign projections, Consultant activity attribution, and impact of various other  initiatives
  • Work as a member of a working group that provides sales reporting to the Senior Management
  • Provide support to, and coordinate with, other analysts to develop and implement key reports and analyze key performance metrics
  • Partnter with Sales Strategy team as necessary to provide ad-hoc project management, reporting and sales tracking
  • Interfaces with stakeholders and other teams to manage delivery expectations, provide status updates on projects and discuss concerns             
  • Perform miscellaneous duties as required by management, including some administrative duties
  • Maintain an online sales hub of materials, reports and resources for Agency Product Consulting
  • Develop a robust Dashboard 2.0 (Tableau) for the Consulting organization

 

Qualifications

  • Bachelor’s Degree (Business, IT or Computer Programming) preferred
  • Minimum of 5-7 years relevant experience
  • Experience in advanced analytics
  • Advanced Excel, Access, and PowerPoint skills required
  • Ability to navigate through NYL systems and extract and interpolate fairly complex data
  • Basic to moderate understanding of database concepts
  • Technological aptitude is a must
  • Ability to translate regularly updated strategies into deliverable content (reports, tracking) to support an external sales force and large sales offices
  • Must be able to articulate ideas and strategy (written and oral)
  • Knowledge of the Life insurance industry is preferable

 

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 www.NewYorkLife.com.

SF:LI-MC1

Job Requisition ID: 83537

 

 

 


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

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