Associate Service Leader Onsite Relationship Management

Location Designation: Hybrid - 4 days per week

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.

• 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, in‑force service, agent compensation, and benefits.
• After 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 the 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.

Competitive base salary plus bonus eligibility. Salary Range: $60,000‑$65,000. Overtime eligible:
Non‑exempt. Discretionary bonus eligible:
Yes. Sales bonus eligible:
No.

Paid vacation, health care, 401(k) match, pension plan, tuition assistance, student loan repayment assistance, and 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.