Prospecting Activation Lead — Field Execution

New York Life Insurance Co.; New York (NY); Hybrid; USD 100,000 - 143,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life Insurance Co. is seeking a Prospecting Activation Manager to drive Client Growth & Retention’s activation efforts.

You will bridge Home Office planning with field execution, ensuring strategies are implemented with excellence and continuous improvement across markets. In this role, you’ll monitor execution, optimize opportunities, and coordinate with Agency and General Offices to engage qualified prospective clients with New York Life agents and advisors.

Qualifications

• Bachelor's degree or an equivalent combination of education and relevant professional experience.
• Strong execution and operational management skills.
• Excellent written and verbal communication skills.
• Strong problem-solving and decision-making abilities.

Responsibilities

• Execute approved consumer activation strategies across key segments.
• Support execution of prospecting initiatives, conferences, seminars, webinars, partnerships, sponsorships, and other field activation activities.
• Serve as the primary operational liaison between Client Growth & Retention and local General Offices during market activation initiatives.
• Partner with Agency and field leadership to coordinate successful implementation of consumer activation activities.
• Conduct on-site observations and execution reviews to ensure initiatives are delivered according to established operating standards.
• Monitor execution quality and identify opportunities to improve the prospect experience, agent experience, and operational effectiveness.
• Ensure consumer activation activities are appropriately staffed, coordinated, and equipped with the necessary resources.
• Assist in identifying and coordinating participating agents for consumer activation initiatives.
• Validate that operational components—including lead capture, technology, marketing materials, and event logistics are functioning effectively.
• Proactively identify operational issues and implement appropriate solutions while escalating broader concerns as needed.
• Gather quantitative and qualitative feedback from the field to identify trends, opportunities, and recommendations for continuous improvement.
• Track execution activities and provide timely reporting to support organizational visibility and informed decision-making.
• Share field observations and implementation insights with Strategy, Planning & Implementation, and Content & Enablement teams to improve future initiatives.

Skills

Execution management

Organizational skills

Multitasking

Interpersonal skills

Communication abilities

Independent with collaboration

Education

Bachelor's degree or equivalent

Job description

New York Life Insurance Co. is seeking a Prospecting Activation Manager to drive Client Growth & Retention’s activation efforts.

You will bridge Home Office planning with field execution, ensuring strategies are implemented with excellence and continuous improvement across markets. In this role, you’ll monitor execution, optimize opportunities, and coordinate with Agency and General Offices to engage qualified prospective clients with New York Life agents and advisors.