Job Description

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 will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to 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 lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.

The Team:
This role is part of New York Life’s Foundational Business Marketing and Practice Management Team. The Marketing and Practice Management team provides strategic and operational support to advisors and their teams, helping them streamline their business operations, improve client service, and drive business growth. We are seeking a skilled and motivated Strategic Marketing Consultant to contribute to various initiatives, ensuring they are seamlessly executed and aligned with organizational goals.

Role Overview:
As a Strategic Marketing Consultant, you will play a pivotal role in providing expert marketing guidance to New York Life’s agents and advisors. You will work closely with these advisors and their teams to craft tailored marketing strategies, enhance client engagement, and optimize business operations. This role serves as a liaison between advisors and New York Life, ensuring they have the resources, insights, and tools needed to build strong client relationships, drive growth, and improve practice efficiency. The consultant also supports the execution of agent training and development programs and collaborates with internal teams to ensure advisors receive optimal service and guidance.

What You’ll Do:

1. Strategic Marketing Support & Advisory:

• Provide coaching and consulting to agents/advisors on business development, client relationship management, and overall marketing strategy to boost practice efficiency and growth.
• Identify opportunities to optimize marketing workflows, enhance client engagement, and elevate productivity through innovative marketing solutions.
• Help agents/advisors develop and execute business and marketing plans tailored to their specific goals, including strategies for client acquisition, retention, and brand positioning.
• Offer insights on leveraging digital marketing strategies, such as social media, email campaigns, and content marketing, to reach and engage with target clients effectively.

2. Training and Development:

• Develop and deliver training programs focusing on marketing best practices, operational efficiency, and technology tools to enhance practice management.
• Foster a culture of continuous learning by keeping agents/advisors informed about emerging marketing trends, digital tools, and new technologies that can enhance their marketing efforts and business operations.
• Provide ongoing support to ensure that advisors and their teams are effectively using marketing systems, tools, and strategies to maximize their impact.

3. Collaboration with Internal Teams:

• Collaborate with New York Life internal departments such as marketing, compliance, operations, and technology to ensure that agents/advisors are equipped with the necessary tools and resources for success.
• Contribute to the development and execution of strategic initiatives that align internal resources with advisors’ business objectives, ensuring sustainable growth and operational efficiency.
• Coordinate efforts between agents/advisors and senior leadership to align strategic goals, enhance service delivery, and drive business outcomes.

What You’ll Bring:

• Bachelor’s degree in Business, Marketing, or a related field; and/or equivalent experience.
• 7+ years of experience in financial services, wealth management, or practice management.
• Experience in Financial Services Marketing: Prior experience working with agents/advisors or within the financial services industry is preferred.
• Marketing Expertise: Deep knowledge of strategic marketing principles, including digital marketing, branding, content creation, and campaign management.
• Training & Development: Experience in designing and delivering training programs, especially in practice management, marketing, and technology adoption.
• Communication Skills: Strong written and verbal communication skills, with the ability to engage and motivate advisors through strategic marketing initiatives.
• Analytical Skills: Ability to track and measure the effectiveness of marketing programs and adjust strategies based on data-driven insights.

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Pay Transparency

Salary Range: $115,000 - $150,000 

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 licensed and/or 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 .

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 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 .

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Job Requisition ID: 91729

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