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Work Background
New York Life Insurance CompanyCorporate Vice President - Marketing | National Sales & Business Development
Mar. 2020 - Jun. 2024New York, NYResearch and Analysis: Proactively identified research opportunities to support business product strategy by designing and executing new consumer primary research. Analyzed and synthesized existing primary and secondary research to inform strategic decisions. Financial Reporting: Prepared comprehensive financial reports and presentations for senior management, facilitating informed decision-making and strategic planning. Initiative Prioritization: Supported the prioritization of initiatives and programs within the portfolio, ensuring alignment with organizational goals and optimal value generation. Sales Improvement: Achieved a 15% increase in sales among Financial Advisors by leading seminars to promote new products and services, fostering stronger connections in the field. Performance Validation: Validated and assessed performance against annual and multi-year revenue and market outlooks, providing key inputs for resource and budget planning. Strategic Dialogue Facilitation: Facilitated discussions on high-value strategic problems, developing an integrated
Agency perspective on options for the path forward. Analytical Collaboration: Collaborated in developing 40% value-add analytics to enhance the strategic management
decision-making process.
New York Life Insurance CompanyDirector of Marketing
Mar. 2016 - Mar. 2020New York, NYLeadership in CRM and Product Marketing: Provided strategic leadership for national CRM and Young Professional product marketing programs, overseeing strategic planning, budget management, execution, and ROI tracking. Led a team of marketing professionals to deliver diverse multi-channel national campaigns, ensuring alignment with business requirements through cross-functional collaboration. Brand Profile Enhancement: Elevated brand visibility among target market segments through comprehensive social and digital campaigns driven by data analytics, while monitoring pricing and product mix options. Strategic Roadmap Development: Created a competitive strategic approach, roadmap, and implementation plans for
digital mobile product marketing innovations, enhancing product offerings and technology integration. Event Planning and Execution: Utilized strong organizational and logistical skills to plan and execute multiple high-profile events, including the National Conference for 5,000 attendees in the Bahamas in 2017. Managed all aspects of complex events, from sourcing venues to negotiating contracts. Media Relations and PR Coordination: Coordinated external media relations and developed public relations materials,
including news releases and media plans for broadcast and print, ensuring effective communication with media outlets and the field force. Agent Recruitment Growth: Achieved a 10% increase in agent recruitment by expanding national recruiting efforts
through strategic partnerships with local offices, enhancing outreach and engagement.
New York Life Insurance CompanySenior Marketing Associate II; Senior Marketing Associate; Marketing Management Associate III
May. 2009 - Mar. 2016New York, NYContributed to growth by developing new business product opportunities through sales strategies, client meetings, forecast reporting, and market analysis. Evaluated current accounts to recognize opportunities, developed sales presentations, and contributed to sales and marketing campaigns. Defined segmentation, conducted competitive analysis to formulate channel strategy and key account preparation plans, implemented analysis and price adjustments. Coordinated implementation of consumer market projects and initiatives outlined in business plan, established communication with field force, conducted workshops, shared promotions information, and conveyed broadcast and print media plan. Managed agent database, liaised with general offices, and tracked production.
New York Life Insurance CompanyMarketing Intern
Aug. 2008 - May. 2009Horsham, PAAdvocated for retail team efficiency through the development of sales tools and materials. I collaborated with external agencies to support marketing strategies across digital and social platforms, ultimately achieving portfolio growth targets.
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