Associate Service Leader, Onsite Relationship Management 93172
New York Life Insurance Company, Los Angeles, CA, United States
Role Description
This position is a management training position for the role of General Office Operations Manager. The training program focuses on the operational aspects of the role as well as 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; 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, hiring and training, budgets, and expense management.
The program prepares the associate to participate in the management operations of the General Office by working closely with the field management team on decisions that affect operations, agent and policyholder service, and staff development.
The program also prepares 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 of development, 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 to 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 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
401(k) match
Pension plan
Tuition assistance
Student loan repayment assistance
Flexible spending accounts
Pay Transparency
Salary range: $60,000–$70,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined by experience, skills, qualifications, and job location; employees may also be eligible for an incentive program.
Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.
Important Note This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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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; 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, hiring and training, budgets, and expense management.
The program prepares the associate to participate in the management operations of the General Office by working closely with the field management team on decisions that affect operations, agent and policyholder service, and staff development.
The program also prepares 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 of development, 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 to 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 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
401(k) match
Pension plan
Tuition assistance
Student loan repayment assistance
Flexible spending accounts
Pay Transparency
Salary range: $60,000–$70,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined by experience, skills, qualifications, and job location; employees may also be eligible for an incentive program.
Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.
Important Note This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
#J-18808-Ljbffr