Corporate Vice President, Practice Management Consultant

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:

This role reports into New York Life’s Foundational Business Practice Management team.  The Practice Management team provides strategic and operational support to agents/ advisors and their teams, helping them streamline their business operations, improve client service, and grow their practices. 

 

Role Overview:
This position involves working directly with agents/advisors and their teams to advise them on business management best practices, technology tools, and operational processes. The consultant serves as a bridge between these agents/advisors and New York Life, ensuring they have the resources, guidance, and tools needed to succeed.

 

 

What You’ll Do:

 

Advisory and Consulting Support:
•    Provide coaching and consulting to agents/advisors on business development, client relationship management, and practice efficiency.
•    Identify opportunities to optimize workflow, improve client engagement, and enhance overall productivity within the advisory practice.
•    Offer guidance on developing and executing business plans and marketing strategies tailored to the producer’s unique goals.
•    Identify opportunities to help advisors navigate team structures (e.g., multi-advisor practices, hybrid teams), fostering productive partnerships that maximize client service and business growth.

 

Strategic Marketing Support:
•    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.

 

Training and Development:
•    Develop and deliver training programs to agents/advisors and support staff, focusing on practice management, technology, and operational best practices.
•    Foster a culture of continuous improvement by keeping stakeholders informed about new tools, technologies, and strategies that could enhance their practice.
•    Provide ongoing support to ensure agents/advisors and support staff are using systems and tools efficiently.

 

Collaboration with Internal Teams:
•    Contribute to the development and execution of strategic initiatives that align internal resources and business objectives, ensuring sustainable growth and operational efficiency.
•    Work closely with other internal departments (marketing, technology, compliance, operations) to ensure that agents/advisors are equipped with the necessary resources and tools.
•    Coordinate efforts between agents/adviso