New York Life
Associate Service Leader Onsite Relationship Management 93172
New York Life, Los Angeles, California, United States, 90079
Location Designation
Fully Onsite
Role Description This position is a management training position for the role of General Office Operations Manager. The training program focuses on both operational aspects and leadership skills required to lead the Service Team in the General Office.
Responsibilities
Operational training covering procedural and compliance knowledge for new business administration of life insurance, annuities, long-term care, mutual funds, and disability insurance, including agent contracting, licensing processes, and service functions for internal and external customers.
Leadership training in soft skill development, staff performance management, planning and organizing workflows, staff deployment, hiring and training, budgets and expense management.
Work closely with the field management team on decisions affecting General Office operations, agent and policyholder service, and staff development.
Conduct training classes for agents on life applications, force service, agent compensation, and benefits.
After a structured development program of 1–2 years, be eligible for appointment as Operations Manager at a General Office location.
Qualifications
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 12–24 months upon completion of the development program (required).
Travel throughout the United States may be required as an Operations Manager Trainee.
Customer‑focused, dedicated 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.
Salary Range: $60,000–$65,000.
Benefits
Paid Vacation
Health Care
401(K) match
Pension Plan
Tuition Assistance
Student Loan Repayment Assistance
Flexible Spending Accounts
Requirements FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting required.
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Role Description This position is a management training position for the role of General Office Operations Manager. The training program focuses on both operational aspects and leadership skills required to lead the Service Team in the General Office.
Responsibilities
Operational training covering procedural and compliance knowledge for new business administration of life insurance, annuities, long-term care, mutual funds, and disability insurance, including agent contracting, licensing processes, and service functions for internal and external customers.
Leadership training in soft skill development, staff performance management, planning and organizing workflows, staff deployment, hiring and training, budgets and expense management.
Work closely with the field management team on decisions affecting General Office operations, agent and policyholder service, and staff development.
Conduct training classes for agents on life applications, force service, agent compensation, and benefits.
After a structured development program of 1–2 years, be eligible for appointment as Operations Manager at a General Office location.
Qualifications
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 12–24 months upon completion of the development program (required).
Travel throughout the United States may be required as an Operations Manager Trainee.
Customer‑focused, dedicated 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.
Salary Range: $60,000–$65,000.
Benefits
Paid Vacation
Health Care
401(K) match
Pension Plan
Tuition Assistance
Student Loan Repayment Assistance
Flexible Spending Accounts
Requirements FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting required.
#J-18808-Ljbffr