Operations Management Trainee 92490

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

Location Designation: Fully Onsite

Associate Service Leader

New York Life has 111 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 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

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.

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.

Pay Transparency

Salary Range: $60,000-$80,000

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.

About NY Life Insurance Company

Diversity & Humanity-two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.