Associate Service Leader Onsite Relationship Manager 94644

New-York-Life; Dallas (TX); On-site; USD 60,000 - 76,000; 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 seeking a General Office Operations Manager Trainee in Dallas. The program blends operational training on life insurance, annuities, and agent contracting with leadership development for staff performance, workflow planning, and budgeting.

Upon completion in 1–2 years, you may advance to Operations Manager in a General Office. Travel across the United States may be required to broaden experience and skills.

Qualifications

• Bachelor’s degree or relevant professional designations and business experience 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 12–24 months.

Responsibilities

• Participate in a structured development program to prepare for Operations Manager role.
• Develop leadership and staff management skills including planning, staffing, training and budgeting.
• Lead service teams in the General Office and contribute to agent and policyholder service improvements.

Skills

Customer service

Call center experience

Communication

Adaptability

Decision making

Education

Bachelor’s degree

Job description

Job DescriptionRequisition ID94644DepartmentService Experience Value StreamJob FunctionService Experience Value StreamLocationDallas,Texas,United StatesRole Location DesignationFully OnsiteJob Requisition ID: 94644Location Designation: Fully OnsiteNew 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.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 or relevant professional designations and business experience requiredMinimum 2 years of customer service and/or call center experience preferredMust complete 99 and SIE (Operations Professional FINRA Exam) within 1 yearAbility 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 environmentsCustomer-focused, dedicated to and guided by a commitment to service excellenceAccountable, ethical, good decision-making and problem-solving abilityAbility to adapt to quick and constant changeStrong written and verbal communication skillsSalary:Competitive base salary, plus bonus eligibilityBenefits:Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Student Loan Repayment Assistance, Flexible Spending AccountsCareer 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.Job Level: LEVELCS4Pay TransparencySalary Range: $60,000-$75,500Overtime eligible: NonexemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual 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.Our BenefitsWe 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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.Our Commitment to InclusionAt 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. Click here to learn more about New York Life’s leadership in this space.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 page of www.NewYorkLife.com.Job Requisition ID: 94644Read More