Senior Associate, Sales Strategy

Location Designation:Hybrid - 3 days per week

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive teamguided by our belief to always be there for each other-providing the support and flexibilityto grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Business Unit Overview:

Our Agency distribution system is the cornerstone of New York Life, where devoted individuals like you tie with clients and build lifelong relationships. As part of a General Office team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

Role Overview:

As a Senior Associate, Sales Strategy, you will play a key role in supporting strategic initiatives across the sales organization through effective project management and execution. You'll work closely with cross-functional teams-including Sales, Marketing, Operations, and Communications to ensure timely delivery and impact of high-priority projects. Your responsibilities will include tracking project progress, coordinating stakeholder communications, managing timelines and deliverables, hosting webinars, and helping drive sales activation strategies across the sales teams and the field. Success in this role requires a strong blend of organizational, operational, and some insurance sales knowledge, as well as a deep interest in sales processes, business strategy, and cross-functional collaboration.

What You'll Do:

• Support the Sales Strategy team in the end-to-end execution of strategic initiatives and special projects.
• Organize cross-functional collaboration with business stakeholders to gather requirements, define objectives, execute on deliverables, and align on timelines.
• Develop and maintain project tracking and documentation to ensure project transparency and accountability.
• Plan, organize, and execute webinars, managing end-to-end logistics including scheduling, platform setup, speaker coordination, and post-event follow-up to ensure seamless execution and engagement.
• Prepare and send reportsandinsights to assist senior leadership and product consultants in decision-making.

What You'll Bring:

• 5+ years of industry experience is required
• Bachelor's degree and Life and Health Licenses are preferred
• Proficient in Microsoft Excel, Word, PowerPoint, & OneNote
• Basic understanding of insurance products and sales processes, including knowledge of Salesforce
• Experience in project management and execution, from planning through implementation, along with experience inproject management platforms (e.g., Asana, Smartsheet, or Monday.com)
• Excellent organizational and coordination skills with a focus on operational efficiency
• Strong critical thinking and problem-solving abilities to navigate ambiguity and drive progress
• Detail-oriented with the ability to manage multiple priorities and timelines
• Exceptional verbal and written communication skills to effectively collaborate across teams
• Comfortable working in a fast-paced, dynamic environment with shifting priorities

Pay Transparency

Salary Range:$110,000-$135,000

Overtime eligible:Exempt

Discretionary bonus eligible:Yes

Sales bonus eligible:No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

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 theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID:91767