New York Life
Associate Service Leader Onsite Relationship Management 93167
New York Life, Denver, Colorado, United States, 80285
Location Designation:
Fully Onsite
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, 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 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, in‑force service, agent compensation, and benefits.
After approximately 1–2 years in the structured development program, the individual will be eligible for appointment as Operations Manager in one of our General Office locations.
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 to 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. Salary Range: $60,000–$65,000. Overtime eligible: Non‑exempt. Discretionary bonus eligible: Yes. Sales bonus eligible: No.
Benefits
Paid Vacation
Health Care
401(k) Match
Pension Plan
Tuition Assistance
Student Loan Repayment Assistance
Flexible Spending Accounts
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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Fully Onsite
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, 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 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, in‑force service, agent compensation, and benefits.
After approximately 1–2 years in the structured development program, the individual will be eligible for appointment as Operations Manager in one of our General Office locations.
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 to 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. Salary Range: $60,000–$65,000. Overtime eligible: Non‑exempt. Discretionary bonus eligible: Yes. Sales bonus eligible: No.
Benefits
Paid Vacation
Health Care
401(k) Match
Pension Plan
Tuition Assistance
Student Loan Repayment Assistance
Flexible Spending Accounts
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
#J-18808-Ljbffr