2027 New York Life Direct Summer Internship Program - Business, Employee & Workplace

New York Life; Tampa (FL); On-site; USD 29,000 - 40,000; Full time

Job summary

New York Life Direct, the nation’s #1 direct-to-consumer life insurance provider, invites rising juniors and seniors to a 10-week Business Planning & Strategy internship. You will support planning, portfolio data, reporting, and executive communications within the NYL Direct team and collaborate with cross-functional stakeholders.

This paid internship offers exposure to enterprise planning processes, SAFe Agile portfolio concepts, and AI-enabled reporting tools while developing analytical,

Qualifications

• Currently pursuing a bachelor's degree and entering junior or senior year.
• Strong analytical and problem-solving skills with data-driven decision support.
• Strong organizational skills and attention to detail; able to manage multiple activities.
• Effective written and verbal communication; clear information presentation.
• Collaborative and curious; able to work across functions and levels.
• Proficiency with Excel and PowerPoint; interest in AI-enabled tools.

Responsibilities

• Coordinate planning activities and SIP, align with business priorities.
• Maintain portfolio data in Target Process and SAFe framework.
• Configure and enhance reporting for portfolio reviews and decisions.
• Support leadership communications and project updates.
• Participate in team meetings and present outcomes to the team.

Skills

Analytical thinking

Organizational skills

Written and verbal communication

Collaboration

Problem-solving

Proficiency with Excel/PowerPoint

Education

Pursuing bachelor’s degree

Tools

Target Process

SAFe

Job description

Job Requisition ID: 94772

Location Designation: Hybrid - 3 days per week

Shape your future

At New York Life Direct, you’ll be joining the nation’s #1 direct-to-consumer provider of life insurance. The AARP Life Insurance Program from New York Life is endorsed by AARP and is the only life insurance program developed exclusively for AARP members. Your work will help more Americans achieve greater financial security and peace of mind.

Role Overview

The Business Planning & Strategy Summer Intern will gain hands‑on experience supporting strategic planning, portfolio management, and executive communications within New York Life Direct. Over the 10-week program, the intern will collaborate with members of the Business Planning & Strategy team and cross‑functional stakeholders to support planning activities, maintain portfolio data, enhance reporting, and contribute to strategic communications that inform business decision‑making.

This opportunity is designed for rising college juniors and seniors who are interested in strategy, business operations, project and portfolio management, or organizational planning. The internship provides exposure to enterprise planning processes and business operations while offering opportunities to strengthen analytical, organizational, communication, and collaboration skills.

What You´ll Do

• Support the annual Strategic Initiative Planning (SIP) process by coordinating planning activities, gathering and organizing information from Business Owners, tracking progress, and helping ensure planning materials are accurate, complete, and aligned with business priorities.
• Support portfolio management within the Target Process platform and SAFe Agile framework by maintaining information for business‑as‑usual work, programs, EPICs, initiatives, and optimization efforts; validating data quality; and contributing to portfolio governance and reporting.
• Configure and enhance reporting capabilities within Target Process to support portfolio reviews, leadership meetings, and data‑driven decision‑making, while identifying opportunities to improve the efficiency and transparency of existing planning and reporting processes, including through AI and other tools.
• Partner with the Strategic Communications team to provide project updates, planning information, and other inputs for leadership communications, presentations, and business updates.
• Participate in team meetings, planning sessions, and cross‑functional discussions; build relationships across the organization; and present recommendations and project outcomes to members of the Business Planning & Strategy team at the conclusion of the internship.

What You´ll Bring

Required Skills

• Currently pursuing a bachelor’s degree and entering junior or senior year at the time of the internship.
• Strong analytical and problem‑solving skills, with an interest in using data and information to understand business challenges and support decision‑making.
• Strong organizational skills and attention to detail, with the ability to manage multiple activities, track information, and meet deadlines.
• Effective written and verbal communication skills, with the ability to organize and present information clearly.
• Collaborative and curious approach, with an interest in learning from and working with colleagues across different functions and levels of the organization.
• Proficiency with common productivity tools, such as Microsoft Excel and PowerPoint, and an interest in learning new planning, reporting, and AI‑enabled tools.

Preferred Skills

• Interest or coursework in business strategy, business operations, project or portfolio management, finance, analytics, or a related area.
• Familiarity with Agile methodologies, portfolio management concepts, or tools such as Target Process.
• Experience analyzing data, developing reports or presentations, or identifying opportunities for process improvement through academic, internship, extracurricular, or other project work.

Work Authorization

To be eligible for this program, you must be authorized to work in the U.S. We do not offer employment‑based immigration sponsorship for this program.This program is not available to individuals working under OPT or CPT.

Curious what it’s like to intern at NYL? Check out #NYLEarlyCareers on LinkedIn!

#NYLDirectcampus

#LI-MW1

Pay Transparency

• Salary Range: $25/hr
• Overtime eligible: Nonexempt
• 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.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.