AI & Technology Enablement Specialist

• Drive adoption of AI and technology capabilities within Salesforce Seismic and other tools by highlighting real-world applications - such as prompting automation and content personalization - that enhance efficiency for Nautilus staff Nautilus agents and Navigator agents.
• Perform light development and configuration in Salesforce and Seismic supporting enhancements to workflows content automation and user experience aligned with agent and business needs.
• Create simple effective enablement materials using Scribe (guides short demos quick tips) to help agents apply tools confidently.
• Partner with PPS leadership to identify opportunities to enhance the agent experience through technology while gathering and relaying feedback from Nautilus and Navigator agents to inform and improve adoption efforts.
• Create and use adoption metrics within Seismic to monitor engagement identify friction points and drive continuous improvement.

• Hands-on experience with Salesforce Service Cloud (case management workflows integrations).
• Working knowledge of Seismic or other content enablement tools.
• Practical understanding of AI tools and how they can enhance productivity and personalization.
• Strong communication and relationship skills - able to explain technology clearly to non-technical audiences.
• A naturally curious and self-directed mindset - someone who enjoys exploring learning and applying new tools.
• Ability to work collaboratively with tech teams PPS leadership and agents in a dynamic environment.

• Bachelor's in Business Finance or Technology
• Hands-on experience with Salesforce Service Cloud (case management workflows integrations).
• Working knowledge of Seismic or similar content enablement platforms.
• Understanding of AI tools and features that improve productivity personalization and client engagement.
• Strong problem-solving skills and comfort learning new technologies quickly.
• Excellent communication and relationship-building skills across technical and non-technical audiences.

• Experience in financial services insurance or agent-led sales environments.
• Background in digital enablement business analysis or technology adoption.
• Familiarity with change management principles or leading small-scale adoption initiatives.
• Basic understanding of data and analytics for measuring engagement and adoption success.

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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