Apogem Capital · 1 day ago
Senior Associate, Life Competitive Solutions Analyst
New York, NY
Full-time
Hybrid
Senior Level
$98K/yr - $140K/yrApogem Capital is part of New York Life, focusing on competitive solutions in the life insurance marketplace. The Life Competitive Solutions Analyst will deliver expert-level case support, analyze competitor products, and provide actionable recommendations to enhance the effectiveness of New York Life agents and field managers.
Financial Services
Responsibilities
Provide individualized competitive case analysis for agents, field leaders, and third-party distribution including product comparisons, scenario modeling, and positioning recommendations
Respond to inbound inquiries via phone, email, and virtual meetings, delivering strong subject-matter expertise on life insurance product features and competitive dynamics
Develop clear, concise supporting materials such as case summaries, product comparisons, and agent-ready talking points
Collaborate with partners in Life Insurance Solutions Product Development, Product Management, and Competitive Intelligence to ensure alignment on insights and messaging
Monitor competitor actions, regulatory changes, and industry trends to support ongoing case work and field communications
Qualification
Required
Strong understanding of individual life insurance products and competitive product features
Ability to analyze complex information and translate it into clear, actionable recommendations for field partners
Excellent written and verbal communication skills, with the ability to tailor messages for agent and management audiences
Strong attention to detail and comfort working in fast-turnaround environments
Proven ability to manage multiple cases simultaneously and deliver high-quality work under time pressure
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Preferred
Experience in life insurance competitive intelligence, product management, or field-facing product support
FINRA Series 6 (or willingness to obtain)
Familiarity with NYL's distribution model and sales processes within both Agency and Third-Party
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
Founded in 2022
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Josh Niedner
Chief Executive Officer
Recent News
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2025-11-26
2025-11-24
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