- Corporate Vice President, Agency Change Management
- NEW YORK LIFE INSURANCE COMPANY
- White Plains, NY
- 14 days ago
- Full-time
Job Description
Location Designation: Hybrid
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 117 General Offices.. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.
Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, individual disability insurance and long-term care insurance products, as well as mutual funds.
Role Overview:
In this role, you will partner with Change Management team members and business areas to help track, monitor support, and drive change and adoption of new tools, systems, processes, and resources across New York Life’s Agency distribution arm. By leveraging change management tools, frameworks, and methodologies you will help assess change readiness of field managers/agents/advisors, provide inputs into the strategic change management roadmap and will help frame complex problems. This role also supports the design, development, and implementation of change management plans that use leadership, communication, training, and coaching to help agents, field leaders and others embrace, and become proficient with new technology, systems, tools, behaviors, and workflows. You will proactively identify opportunities for synergies across business areas related to change management activities. Monitor progress of assigned projects to track timelines, milestones/deadlines, standards, and targets, alerting to any potential delays to project timelines, targets, or success; provide corrective action recommendations
Major Responsibilities:
Leverages change management tools and frameworks to drive change, in partnership with Agency Change Management team and business areas. develops and presents recommendations
Supports and drive change activities/initiatives across New York Life’s Agency distribution arm with a focus on impact to NYL agents/advisors/field management.
Analyzes and assess change impact initiatives from end-users’ point of view. Partners with departmental communications teams and initiative leads to refine on-going communication plans and execute tactical plans.
Partners with stakeholders and Agency Change Management team to align, prioritize and track all activities related to agent/advisor change management roadmap using proven project management skills
Liaises with initiative leads, business areas and field advisory groups/task forces to build feedback loops and progress initiatives with sponsorship from the leadership team
Schedule and facilitate project team meetings. Prepare meeting materials using Powerpoint/Excel
Reviews and recommends resources and tools to support change/adoption for personas. Helps determine appropriate course of action and activities to ensure the success of initiative deployments.
Supports governance process, ensuring regular communication and coordination of initiatives across department
Partners with team members and business leaders to assess, understand, evaluate, and document key dependencies across various interdependent initiatives based on strong understanding of goals and desired outcomes, particularly as it relates to the field force
Provide project data/information, analysis, documentation and interpretation to team members, manager and/or other stakeholders as requested.
Qualifications & Experience:
Bachelor’s Degree
Understanding of financial services sales organization and/or NYL Agency preferred.
Strong strategic planning, project management, and organization skills required to execute.
Strong understanding of how to motivate and drive change amongst a vast, distributed field force. Knowledge of tools, processes, systems, etc. as used by the field will be necessary to complete change impact assessments.
Leverages project management skills to track and monitor tasks and progress against plans
Familiar with insurance industry and current competitive landscape; understanding of NYL's selling and/or recruiting systems and tools. ‘
Strong understanding of New York Life’s business strategies, Agency’s (distribution arm of NYL) near- and longer-term priorities, and the products and services we offer.
Analyzes end-user environments, behaviors, needs, and workflows to help define and scope changes. Integrates change management and project management plans to enable coordination of effort to derive maximum benefit from change management activities.
Drives collaboration and trust and ensures effective implementation of tactical initiatives. Collaborates with team and initiative leaders to recommend change activities and influence outcomes to achieve results.
Ability to assess change impact to various agent/advisor/field management personas, anticipates roadblocks and coordinates with business leaders to recommend change management activities to successfully implement and drive adoption. Identifies high impact
Comfortable leading working groups and facilitating meetings.
Advanced PowerPoint and deck building skills; supports team in developing PowerPoint presentations.
Ability to persuade and influence at various levels of the organization, to move work forward
SF:LI-KV1
Salary range: $132,500-$197,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Click here to learn more about our benefits . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn , our Newsroom and the Careers page of www.NewYorkLife.com .
Job Requisition ID: 86044
