Senior Associate, Digital Training


Date: Jul 1, 2019

Location: White Plains, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


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.

This role will be part of a team of experienced individuals in coaching Field Training Managers (Development Managers or DMs) on prospecting strategies, initiatives, processes, toolsets, and skills, so DMs can in turn coach Agents on developing strong prospecting skillsets. We are looking for an outstanding individual with strong leadership skills, excellent intellectual, pragmatic problem-solving skills, strong communications and influencing capabilities, and a passion to effect change across the organization.  A major part of this role will be to support the adoption of our Sale Force Customer Relationship Management Platform, by training DMs in the context of an Agent's Job Function to be the primary support resource in bringing new Agents up to competency level in using that platform.


Role Overview

  • Support the National Development Manager Faculty in transforming Development Managers (DMs) into stronger local prospecting resources to their General Office management team and their respective Agents

- Support the development and delivery of training materials on Prospecting initiatives, processes, toolsets, and skills to coach DMs on both the "Why" and the "What" of prospecting                                                                                                         

 - Support webinars/virtual classrooms and in person sessions (e.g., Management Skill Builders (MSBs), Field Observation/Demonstration (FOD) opportunities, DM Professional Schools)                    

- Help ensure DMs coach their Agents, Managing Partners (MPs) and Partners on Prospecting initiatives, processes, toolsets and skills                                                              


  • Work with Agency Development and National Development Teams on the build and delivery of training materials for DMs and Agents 


  • Responsible for field training overall on Prospective initiatives, processes, toolsets and skills  


  • Support the partnership with the Digital Experience team enabling New Organization Agents to best leverage NYLIC Central Salesforce CRM Platform for prospecting



  • Bachelor’s Degree preferred
  • Minimum of 5-7 years’ experience with 2-3 years in relevant industry, sector, business area.  Experience in the insurance industry preferred
  • Proficient in PowerPoint and Excel
  • Experience operating within a SalesForce CRM environment supporting a field sales team
  • Ability to support the build and implementation of training standards, systems and best practices for content creation, curation, distribution, archiving and ongoing maintenance
  • Ability to assist in conducting gap analysis of existing content, identify sections that need a greater depth of prospecting related material, remove outdated material, and develop content to address identified gaps
  • Review and communicate analytics and key success metrics on an ongoing basis to understand user behavior and help shape and manage content and training strategies
  • Experience with the client acquisition lifecycle (consumer, prospect, client) and with coaching individuals on prospecting skills and tactics to enable them to grow their book of business
  • Understanding of Virtual Classroom user experience, especially as it pertains to adult learning and remote virtual learning experience




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

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