Onsite Ops Manager Trainee – Leadership Path

New York Life Insurance Co; San Francisco (CA); On-site; USD 60,000 - 80,000; 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 Insurance Co. invites applications for an Associate Service Leader to join a structured management training track.

You will work closely with the General Office leadership to oversee service operations and learn the end-to-end processes for life products, annuities, and related financial services. The program emphasizes staff development, workflow planning, and agent and policyholder support, with FINRA licensing required within one year.

Qualifications

• 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 upon completion of development program.

Responsibilities

• Participate in management training for General Office Operations Manager.
• Develop leadership skills to lead the Service Team in the General Office.
• Gain knowledge of administration of new business processes for life products and related services.
• Contribute to training classes on life applications, inforce service, agent compensation, and benefits.
• Assist in staff development, budgeting, and scheduling during the program.

Skills

Customer service

Leadership

Communication

Adaptability

Team coordination

Education

Bachelor’s degree

Job description

New York Life Insurance Co. invites applications for an Associate Service Leader to join a structured management training track.

You will work closely with the General Office leadership to oversee service operations and learn the end-to-end processes for life products, annuities, and related financial services. The program emphasizes staff development, workflow planning, and agent and policyholder support, with FINRA licensing required within one year.