Retail Annuities Customer Service Representative

Job Requisition ID: 90570 

Location Designation: Hybrid - 3 days per quarter 

*Must be within 50 miles of Cleveland, OH or New York, NY*

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Be part of our dynamic retail annuities team, pioneering innovative solutions to help people build better retirements. This individual will help develop and market diverse annuity products that empower individuals across multiple distribution channels. By contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, you will directly impact the lives of clients and fuel the company's growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives.

Role Overview:

The Service Analyst role is remote with scheduled purposeful presence days 3 days on-site per quarter. In-office days allow employees to network with management and coworkers from your team as well as other teams, provide onsite mentoring and training, and work on career development with your manager. Candidates must live within 50 miles of the Cleveland, Ohio or Manhattan, New York office. Special consideration given to allow for fully remote work for FINRA licensed individuals. New York Life’s focus on providing best in class service is the hallmark of what we do. We have countless internal mobility options in many different areas and departments. The Service Analyst role will help you develop the needed skills, experience, and connections to grow into a variety of roles including quality control, training, underwriting, claims, sales, marketing, management, and product development.

What You’ll Do:

• Point of contact for customer inquiries and requests.

• Effective decision making based on comprehensive case analysis

• Develop and maintain working knowledge of systems needed to develop good knowledge of all products, software applications, and processes

• Demonstrate valuable interpersonal skills

• Handling exceptions, escalations, and technical issues while complying with the New York Life philosophy, regulatory risk, and mitigating cost

• Contributing Ideas to improve the customer experience

• Paid training of 8-10 weeks

  • Financial and Non-financial processing

  • Training on the Insurance Industry

  • Product and policy provision

  • Onsite shadowing opportunities 6-8 times during training

• Tethered calls with mentors and coaches for first week out of training

• Continuous coaching and feedback to identify areas of improvement

• Monthly meetings with manager with focus on career development

Required Skills:

• Hunger for continued learning

• Problem-solver

• Strong written and verbal communication skills required

• Good computer skills and ability to multi-task

• Associates, or Bachelor’s degree preferred, or equivalent years of related experience

Preferred Skills:

• Series 6 FINRA licensing preferred

Shift:

• Availability between the hours of 8AM-6PM EST

• 3 times onsite per quarter 

• 6-8 times onsite during the first 8 weeks

Salary range: $30,000-$48,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

Please note:

• This role requires FINRA Associated Person 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 Requisition ID: 90570 

#LI-SA1