Senior Associate, Field Marketing Support

Posted Yesterday
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New York, NY, USA
Hybrid
81K-116K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Powered by purpose. Driven by people. Built to evolve.
The Role
Supports financial professionals and agents in navigating marketing programs, prospecting tools, client growth resources, and retention capabilities. Responds to field inquiries, translates complex information into practical guidance, identifies recurring challenges, synthesizes user feedback, and recommends program improvements. Develops FAQs, playbooks, job aids, and user guides while partnering with marketing, distribution, operations, training, compliance, and product teams to improve field support experiences.
Summary Generated by Built In
Job Requisition ID: 94565
Location Designation: Hybrid - 3 days per week
Role Overview:
We are seeking a collaborative, service-oriented marketing professional to help financial professionals successfully navigate the marketing, prospecting, client growth, and client retention resources available to them.
This role serves as a trusted resource for agents seeking guidance on programs, tools, resources, and best practices designed to support business growth. The successful candidate will help simplify complex concepts, answer questions, remove obstacles, and connect field users with the resources and solutions best suited to their needs.
The role requires someone who understands how financial professionals build and manage their practices and can translate business challenges into practical recommendations. Working closely with partners across marketing, distribution, operations, training, product, and compliance, this individual will help ensure the field can easily access and utilize available resources and programs.
This is an individual contributor role focused on supporting the field, identifying opportunities to improve the field experience, and providing insights that help shape future enhancements to programs, tools, and resources.
What You'll Do:
  • Help financial professionals navigate available tools, programs, and capabilities by providing practical recommendations aligned to their business objectives.
  • Respond to field inquiries and provide timely support to agents and managers navigating marketing programs, tools, and resources.
  • Identify challenges, obstacles, and recurring questions from the field and recommend improvements that enhance the user experience.
  • Gather, document, and synthesize field feedback and insights to help inform program enhancements and business priorities.
  • Develop and maintain support materials, FAQs, playbooks, job aids, user guides, and other field-facing resources.
  • Partner with stakeholders across marketing, distribution, operations, training, compliance, and product teams to resolve field issues and improve support experiences.
  • Maintain a deep understanding of available marketing programs, business growth initiatives, and field resources in order to effectively support agents and managers.

What You'll Bring:
Required Skills
  • 3-5+ years of experience in marketing, field support, sales support, customer support, program management, training, communications, or a related field.
  • Ability to translate complex information into practical, easy-to-understand guidance.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Strong problem-solving skills and the ability to navigate ambiguity while maintaining a customer-focused mindset.
  • Proven ability to work effectively across multiple business functions and stakeholder groups.
  • Strong organizational skills and attention to detail.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Teams, Word, and Outlook).

Preferred Skills
  • Experience supporting field sales organizations, advisors, agents, or other customer-facing business professionals.
  • Experience developing training materials, playbooks, FAQs, or user-support resources.
  • Experience gathering and synthesizing user feedback to identify trends and improvement opportunities.
  • Familiarity with marketing technology, digital marketing platforms, or customer engagement programs.

#LI - EM1
#LI - HYBRID
Job Level: LEVELPF3
Pay Transparency
Salary Range: $81,000-$115,500
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 hereto 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: 94565
#BI-Hybrid

Skills Required

  • 3-5+ years of experience in marketing, field support, sales support, customer support, program management, training, communications, or a related field
  • Ability to translate complex information into practical, easy-to-understand guidance
  • Excellent communication, interpersonal, and relationship-building skills
  • Strong problem-solving skills and ability to navigate ambiguity while maintaining a customer-focused mindset
  • Ability to work effectively across multiple business functions and stakeholder groups
  • Strong organizational skills and attention to detail
  • Proficiency in Microsoft Office, including Excel, PowerPoint, Teams, Word, and Outlook
  • Experience supporting field sales organizations, advisors, agents, or other customer-facing business professionals
  • Experience developing training materials, playbooks, FAQs, or user-support resources
  • Experience gathering and synthesizing user feedback to identify trends and improvement opportunities
  • Familiarity with marketing technology, digital marketing platforms, or customer engagement programs
  • FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

What the Team is Saying

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New York Life Insurance Company Compensation & Benefits Highlights

  • Retirement Support The 401(k) with company match alongside a defined‑benefit pension for many employees—often with immediate vesting on 401(k) contributions—provides uncommon long‑term security. Company materials emphasize this dual‑track retirement offering for corporate roles.
  • Parental & Family Support Paid New Parent leave was doubled to eight weeks for all parents and is complemented by adoption assistance, fertility benefits, and subsidized backup childcare. Eldercare resources and return‑to‑work programs further bolster support across life stages.
  • Healthcare Strength Medical, dental, and vision coverage options are paired with mental‑health/EAP resources and, in some plans, a company‑funded HRA. Wellness amenities such as a home‑office Wellness Center and gym discounts round out the health offering.

New York Life Insurance Company Insights

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The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

What We Do

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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HQNew York, NY
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