AI & Technology Enablement Specialist

New York Life Insurance Co•Addison, TX

7d•Hybrid

About The Position

The AI & Technology Enablement Specialist plays a key role in helping Nautilus and Navigator Agents make the most of Salesforce Service Cloud, Seismic, and AI-driven tools. This individual will focus on hands-on enablement — exploring technology, identifying practical use cases, and helping agents apply these tools to work more efficiently and engage clients more effectively. As part of the Nautilus technology team, this role partners closely with Planning and Practice Solutions (PPS) leadership and engages directly with agents to turn technology into everyday business value. The ideal candidate is curious, hands-on, and skilled at connecting the dots between technology, agent workflows, and client outcomes.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.