Associate Service Leader, Onsite Relationship Management

Overview

Location Designation: Fully Onsite

New York Life has 113 General Offices throughout the country. The General Office is the company’s first point of service for our agents and policyholders. This position is a management training position for the role of General Office Operations Manager. The training program focuses on both the operational aspects of the role and the leadership skills required to lead the Service Team in the General Office.

• Operational training will include procedural and compliance knowledge surrounding the administration of new business for our products, including life insurance, annuities, long term care, mutual funds and disability insurance. It also includes agent contracting and licensing processes and service functions for internal and external customers.
• Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management.
• The training program will prepare the associate to participate in the management operations of the General Office by working closely with the field management team on important decisions that affect General Office operation, agent and policyholder service, and staff development.
• The training program will prepare the associate to contribute to the development of agents by conducting training classes related to life applications, inforce service, agent compensation, and benefits.
• Following the structured development program, approximately 1-2 years, the individual will be eligible for appointment as Operations Manager in one of our General Office locations.

• Bachelor’s degree required
• Minimum 2 years of customer service and/or call center experience preferred
• Must complete Series 99 (Operations Professional FINRA Exam) within 1 year
• Ability to relocate across the United States within 12 to 24 months upon completion of development program (required)
• Travel throughout the United States may be required as an Operations Manager Trainee to better develop skills in a variety of environments
• Customer-focused, dedicated to and guided by a commitment to service excellence
• Accountable, ethical, good decision-making and problem-solving ability
• Ability to adapt to quick and constant change
• Strong written and verbal communication skills

• Salary:
  Competitive base salary, plus bonus eligibility
• Benefits:
  Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Student Loan Repayment Assistance, Flexible Spending Accounts

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Please note:

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Job Requisition

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 operate in the best interests of our policy owners. To learn more, please visit the Careers page of