Senior Associate, Prospecting Activation Manager

New York Life; 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

Location Designation: Hybrid - 3 days per week

Job Level: LEVELPF4

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. To foster that innovation, New York Life is looking for a talented individual to join a new business unit focused on accelerating enterprise growth through new and differentiated offerings.

New York Life has formed a new Client Growth and Retention business team to accelerate enterprise growth by developing and operating programs that help access new pools of customers, as well as programs that deepen customer relationships/ retention.

Role Overview

The Prospecting Activation Manager is responsible for executing Client Growth & Retention’s consumer activation initiatives by ensuring strategic plans are implemented effectively within the field. Serving as the operational bridge between Home Office planning and field execution, this role partners closely with Agency, General Offices, field leaders, and enterprise stakeholders to ensure consumer activation activities are executed with excellence and continuously improved.

This role is responsible for monitoring execution, identifying opportunities for optimization, resolving operational challenges, and capturing field insights that improve future consumer activations. Success is achieved by ensuring high-quality execution that creates meaningful opportunities for qualified prospective clients to engage with New York Life agents and advisors.

What You’ll Do

• 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.

What You’ll Bring

Required Skills

• Strong execution and operational management skills.
• Exceptional organizational abilities with outstanding attention to detail.
• Demonstrated ability to manage multiple initiatives simultaneously.
• Strong interpersonal and relationship-building skills.
• Professional presence with the ability to effectively represent the Home Office in field environments.
• Customer service mindset focused on creating exceptional experiences for agents, field leaders, and enterprise partners.
• Excellent written and verbal communication skills.
• Strong problem-solving and decision-making abilities.
• Ability to work independently while collaborating effectively across multiple organizations.
• Adaptability and sound judgment in dynamic operational environments.
• Ability to observe, evaluate, and recommend operational improvements.
• Strong business acumen with an understanding of sales enablement and field operations.
• Commitment to continuous improvement and operational excellence.
• Bachelor's degree or an equivalent combination of education and relevant professional experience.

Success Profile

The successful candidate is a highly collaborative operator who thrives in execution-oriented environments. They are energized by bringing strategic plans to life, ensuring initiatives are delivered with consistency, professionalism, and operational excellence. They possess a natural bias toward action while maintaining exceptional attention to detail. They understand that successful execution requires both disciplined adherence to established processes and the judgment to recognize when adjustments are needed in real time. They proactively identify opportunities to improve execution, strengthen partnerships, and enhance the experience of agents, field leaders, and prospective clients. Success in this role is reflected by the quality and consistency of market activation activities, the strength of partnerships with Agency and the field, the actionable insights provided through observation and reporting, and the organization’s ability to continuously improve how it connects qualified prospective clients with New York Life agents and advisors.

Pay Transparency

Salary Range: $100,000-$143,000

• 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.

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.

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.

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.