Associate Service Leader Onsite Relationship Management

Associate Service Leader Onsite Relationship Manager

Location Designation: Fully Onsite

Schedule: Fully Onsite 5/0

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.

• Operational training: procedural and compliance knowledge surrounding administration of new business for life insurance, annuities, long‑term care, mutual funds and disability insurance; agent contracting, licensing processes and service functions for internal and external customers.
• Leadership training: soft‑skill development, staff performance management, planning and organizing workflows and staff deployment, hiring and training, budgets and expense management.
• Participate in the management operations of the General Office by working closely with the field management team on decisions affecting operation, service and staff development.
• Contribute to agent development by conducting training classes on life applications, in‑force service, agent compensation and benefits.
• Upon completion of the 1–2 year program, eligible for appointment as Operations Manager at a General Office location.

• 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 after 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 skills.
• Ability to adapt to quick and constant change.
• Strong written and verbal communication skills.

Pay Transparency: Competitive base salary $60,000‑$65,000, plus bonus eligibility. Overtime eligible:
Nonexempt. Discretionary bonus eligible:
Yes. Sales bonus eligible:
No. Actual base salary determined by experience, skills, qualifications and job location.

Benefits: Paid vacation, health care, 401(k) match, pension plan, tuition assistance, student loan repayment assistance, flexible spending accounts.

Recognized as one of Fortune’s World’s Most Admired Companies. The role requires FINRA licensing and/or FINRA Associated Person pre‑hire fingerprinting.