Associate Service Leader, Onsite Relationship Management 93002

New York Life•Bethesda, MD

109d•Onsite

About The Position

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, inforce service, agent compensation, and benefits. Following 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.

Requirements

Bachelor’s degree required
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 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
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Nice To Haves

Minimum 2 years of customer service and/or call center experience preferred

Responsibilities

Administer new business for products including life insurance, annuities, long term care, mutual funds and disability insurance.
Manage agent contracting and licensing processes.
Perform service functions for internal and external customers.
Develop soft skills, staff performance management, planning and organizing workflows and staff deployment, staff 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 important decisions that affect the General Office operation, agent and policyholder service, and staff development.
Contribute to the development of agents by conducting training classes related to life applications, inforce service, agent compensation, and benefits.