Location Designation: Fully Remote
Our New York Life culture has laid the foundation for over 180 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.
Business Unit Overview
As part of Suitability, you’ll wear the dual hats of expert and innovator. You’ll leverage your keen eye and analytical skills to ensure we uphold our “best interest” regulatory obligations while ensuring we deliver outstanding service-oriented support to our 12,000 agents and field stakeholders.
Role Overview:
This role offers the opportunity to contribute to the L&D team’s success by delivering impactful learning solutions and maintaining essential resources to empower employees. We are looking for a driven and creative individual to join the L&D team, which plays a key role in supporting the success and continuous improvement of the Purchase Experience Operations team. The Learning & Development (L&D) team within the Purchase Experience Operations department is integral to addressing the learning needs of key operational areas, including Underwriting, Suitability, Annuity New Business, TeleApp, Long-Term Care, and Individual Disability. The team’s goal is to empower employees with the necessary knowledge and skills to excel through innovative learning solutions.
The Senior Associate, Suitability Learning & Development role focuses on two main priorities:
- Delivering Engaging Learning Content: The team creates high-quality, interactive materials aligned with the objectives of the Purchase Experience, covering system tools, processes, and company policies to boost individual and team performance.
- Maintaining and evolving our Suitability operating guidelines in accordance with the ever-evolving regulatory environment and changes in business practice.
What You’ll Do:
- Collaborate with management, CCD, IT and subject matter experts to assess and identify the training needs of the Purchase Experience teams.
- Leverage prior Suitability experience to recognize and prioritize specific training requirements.
- Lead training initiatives to drive successful outcomes for end users.
- Identify learning gaps and implement targeted solutions using input from ongoing quality reviews, management escalations and other sources.
- Develop and enhance processes and procedures for assessing and delivering training content.
- Prioritizing, evaluating, and assessing training requests to meet organizational and departmental objectives.
- Designing and developing tailored curriculums for the Purchase Experience team.
- Creating and updating training content using virtual and in-person methods.
- Collaborating with subject matter experts for effective training delivery.
- Facilitating live webinars and virtual training sessions (Zoom, Microsoft Teams).
- Gathering feedback, tracking outcomes, and refining training programs.
- Partnering with the Communications team to promote training programs.
- Utilizing advanced training tools and techniques.
- Managing requests submitted to the Learning & Development inbox.
What You’ll Bring:
- Bachelor’s Degree or equivalent work experience
- 3-5 years of insurance experience specific to Suitability and/or 5+ years of learning & development experience.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office 365 (PowerPoint, Excel, Forms, SharePoint).
- Knowledge of learning and development tools (e.g., Articulate, Captivate) is a plus.
- Experience with AI tools like CoPilot, GenAI, and ChatGPT.
- Familiarity with Suitability tools and processes.
- Familiarity with New York Life products, business strategies and services is preferred.
- Strong time management skills and ability to handle multiple initiatives simultaneously.
- Continuous improvement mindset and ability to work independently.
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Pay Transparency
Salary Range: $77,000 – $115,000
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 NYL Benefits Site.
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 www.NewYorkLife.com.
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.
Job Requisition ID: 92257
