Associate Service Leader Onsite Relationship Management 94805

New York Life Insurance Co.; Florida; On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Student Loan Repayment Assistance

Flexible Spending Accounts

Job summary

New York Life is hiring for a management training position to become General Office Operations Manager. The program blends operations training with leadership development to guide the Service Team in the General Office.

Participants will learn about life products, annuities, long-term care, and agent processes, while gaining skills in staff hiring, budgeting, and performance management. Upon completion (1–2 years), they may be appointed as Operations Manager at a General Office location.

Qualifications

• Bachelor’s degree required.
• Minimum 2 years of customer service and/or call center experience preferred.
• Must complete FINRA 99 and SIE within 1 year
• Ability to relocate across the United States within 12 to 24 months on completion of development program
• Travel throughout the United States may be required as an Operations Manager Trainee
• Customer-focused with a commitment to service excellence

Responsibilities

• Participate in the management operations of the General Office by working with the field management team.
• Lead the Service Team in the General Office and deploy staff effectively.
• Conduct training classes related to life applications, inforce service, agent compensation, and benefits.
• Oversee staff development, budgeting, and expense management.
• Assume role as Operations Manager in one of our General Office locations after the program

Skills

Customer service

Leadership potential

Communication skills

Relocation willingness

Education

Bachelor's degree

Job description

Location Designation: Fully Onsite

New York Life has 110 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.

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 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.

Qualifications

• Bachelor’s degree required
• Minimum 2 years of customer service and/or call center experience preferred
• Must complete 99 and SIE (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

Salary

Competitive base salary, plus bonus eligibility

Benefits

• Paid Vacation
• Health Care
• 401K match
• Pension Plan
• Tuition Assistance
• Student Loan Repayment Assistance
• Flexible Spending Accounts

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Pay Transparency

• Salary Range: $60,000-$75,000
• Overtime eligible: Nonexempt
• Discretionary bonus eligible: Yes
• Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.