Associate Service Leader Onsite Relationship Management 94534

Posted Yesterday
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Glendale, CA, USA
In-Office
60K-75K Annually
Junior
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
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The Role
Management-training role to prepare for General Office Operations Manager. Train in new-business administration, compliance, agent contracting/licensing, customer service, staff hiring/training, performance management, budgeting, and agent development. Completion of a 1–2 year structured program leads to eligibility for Operations Manager appointment.
Summary Generated by Built In
Job Requisition ID: 94534
Location Designation: Fully Onsite
New 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 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.
Job Level: LEVELCS4
Pay Transparency
Salary Range: $60000-$75000
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.
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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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. 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: 94534

Skills Required

  • Bachelor's degree or relevant professional designations and business experience
  • Minimum 2 years of customer service and/or call center experience
  • Complete Series 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
  • FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting (pre-hire FINRA fingerprinting required)
  • Willingness to travel throughout the United States as a trainee
  • Strong written and verbal communication skills
  • Customer-focused with commitment to service excellence; accountable, ethical, good decision-making and problem-solving ability
  • Ability to adapt to quick and constant change

What the Team is Saying

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New York Life Insurance Company Compensation & Benefits Highlights

  • Retirement Support The 401(k) with company match alongside a defined‑benefit pension for many employees—often with immediate vesting on 401(k) contributions—provides uncommon long‑term security. Company materials emphasize this dual‑track retirement offering for corporate roles.
  • Parental & Family Support Paid New Parent leave was doubled to eight weeks for all parents and is complemented by adoption assistance, fertility benefits, and subsidized backup childcare. Eldercare resources and return‑to‑work programs further bolster support across life stages.
  • Healthcare Strength Medical, dental, and vision coverage options are paired with mental‑health/EAP resources and, in some plans, a company‑funded HRA. Wellness amenities such as a home‑office Wellness Center and gym discounts round out the health offering.

New York Life Insurance Company Insights

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The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

What We Do

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.

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Employees engage in a combination of remote and on-site work.

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