Associate Service Leader Onsite Relationship Management

Position: Associate Service Leader Onsite Relationship Management 94534
Job Description

Requisition ID94534

Department Service Experience Value Stream Job Function Service Experience Value Stream Location Glendale ,California,United States Role Location Designation Fully Onsite Job

Requisition  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 is focused around both the operational aspects of the role as well as the leadership skills required to lead the Service Team in the General Office.

Role

Description:

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 the 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.

Qualifications:

Bachelor’s degree or relevant professional designations and business experience required

Minimum 2 years of customer service and/or call center experience preferred

Must complete 99 and SIE (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 Career Opportunities:

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.

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're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.”

To learn more, please visit Linked In, our Newsroom and the Careers page of  Level: LEVELCS4

Pay Transparency Salary Range: $60000-$75000

Overtime eligible:
Nonexempt Discretionary bonus eligible:
Yes…