Management consultant serp_jobs.h1.location_city

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 :

Training and Development :

Collaboration with Internal Teams :

What You’ll Bring :

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 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 .

Job Requisition ID :  91729