Location Designation: Hybrid - 3 days per week
Role Overview
The Zone Associate position will be responsible for important Zone functions related to GO agent contracting, agent contract maintenance and recruiter finance programs. This will include handling preliminary onboarding for agent roles, supporting retention of these agents as well as tracking, performing data analysis and producing reporting around these functions.
What You'll Do:
- Handles Contracting and Onboarding process and inquiries for Category II and III red flag, pay equity, and declination reviews of agent candidates.
- Assists with communications between Legal, Standards, GO Management and Onboarding on cases.
- Inquires on visa and work authorization matters for agent candidates.
- Responsible for reviewing, reporting and tracking for agent contract maintenance.
- Produces reports on GO contracting trends, promotability, and GO driver performance.
- Coordinates with HO regarding agent licensing issues, TEA rescission/exclusions, and terminations.
- Assists with Management Development Program communications to the field.
- Responsible for managing the TAS Auto-Term inquiries, Retention Focus Office compliance, and Registered Rep termination process.
- Responsible for weekly/monthly reports to the General Offices to drive results.
- Works directly with Field and Zone management on a broad range of issues.
What You'll Bring:
- Bachelor's Degree in relevant field
- 0 - 2 years of relevant experience
- Strong interpersonal skills are a must.
- Proficient in Microsoft Office.
- Knowledge of GO/Zone operations and EPM/DMS/Marketer/Dashboard/Sales Central are a plus.
- Experience with NYLIFE contracting and reporting systems.
- Knowledge of Hiring Guidelines and Production/Termination Standards (i.e. retention, recruiting, programs and GPA).
Job Level: LEVELPF1
Pay Transparency
Salary Range: $46,500-$66,500
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: 94473
#BI-Hybrid
Skills Required
- Bachelor's Degree in relevant field
- 0-2 years of relevant experience
- Strong interpersonal skills
- Proficient in Microsoft Office
- Experience with NYLIFE contracting and reporting systems
- Knowledge of Hiring Guidelines and Production/Termination Standards
- Knowledge of GO/Zone operations and EPM/DMS/Marketer/Dashboard/Sales Central
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
- Ability to produce reports, perform data analysis, and tracking
- Knowledge of agent contracting, onboarding, retention, and recruiter finance programs
What the Team is Saying
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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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
