Associate Service Leader Onsite Relationship Management 94805

New York Life; Town of Florida (NY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health Care

401K match

Pension Plan

Tuition Assistance

Student Loan Repayment Assistance

Flexible Spending Accounts

Job summary

New York Life is seeking a General Office Operations Manager Trainee for an onsite development program in multiple locations across the United States.

You will gain hands-on experience in new business administration, agent contracting, and service delivery while building leadership and budgeting skills. The program lasts about 1–2 years, after which you may be appointed as an Operations Manager in a General Office.

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

Responsibilities

• Operate training around administration of life products and services including contracts and licensing.
• Lead and deploy staff, manage budgets and workflows, and hire/train team members.
• Prepare associates for management roles in General Office locations after development period.
• Develop agents through training on life applications, inforce service, and benefits.

Skills

Customer service

Communication

Leadership

Problem-solving

Adaptability

Education

Bachelor’s degree

Job description

• Bachelor’s degree required

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.

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

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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

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.

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.

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. To learn more about career opportunities at New York Life, please visit the Careers of www.NewYorkLife.com.