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
- Involvement and assistance of a variety of topics in which 2 SVP’s are involved
- Drive and lead projects and initiatives related to supporting the field culture, change management, recruiting and retention
- Lead and coordinate ad-hoc requests, detailed analysis and insights for senior management
- Preparation of executive reports and presentations to a variety of audience
- Develop and implement programs and processes supporting recruiting and retention
- Lead planning efforts and manage agendas for meetings
- Create communication plans and provide content for various vehicles such as corporate intranet, emails and talking points for SVPs
- Represent SVP’s in cross functional groups across the company
- Act as a point of contact for Senior Leadership team of Agency and Executive Officers across the Company
- Responsible for coordinating Operation Meetings, Monthly Planning within Home Office. At the zone level will be focused on weekly zone operations updates, monthly/semi and annual planning sessions with zones, Kickoff and Partners Meeting, Zone Accountability Meetings (Virtual and in Person) and General Office Situational Analysis activities on behalf of SVP
- Create, design and coordinate the development of weekly, monthly and annual reporting for Senior Leadership across the Company
Qualifications
- Bachelor’s Degree or equivalent
- 10+ years of related experience with strong business acumen
- Demonstrated project leadership experience
- Highly organized and efficient
- Capable of juggling multiple tasks and meeting deadlines in a fast-paced environment
- Strong written and oral communication skills
- Demonstrated ability to accomplish work through others
- Change management experience
- Experience and comfort working with senior leaders
- Ability to manage short deadlines
- Strong attention to detail and superb organizational skills required
- Well-honed interpersonal skills with the ability to interact effectively with senior levels of management
- Ability to work independently but also collaboratively across multiple business units and functional support areas
- Proficient at using all Microsoft office products with the ability to create professional presentations and develop messaging around business strategies and initiatives
- NYL institutional knowledge a plus
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