Corporate Vice President, GO Chief Operating Officer

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Date: Nov 6, 2021

Location: Glendale, CA, US

Company: New York Life Insurance Co

 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

 

 

 

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 

 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

 

The GO Chief Operating Officer is responsible for executing and delivering on Agency Strategies for the Southern California GO which is one of the Company’s largest General Offices.

 

Role Overview

  • Serve for Managing Partner as AMS contracting point person, keeping them informed of issues; perform Agent Contracting Category I, II, and III reviews; troubleshoot contracting and onboarding issues between Recruiters, GO Contracting, Zone COO and Home Office.
  • Monitor agent triggering requirements and declinations for consistency.
  • Manage Recruiter Performance Program and ADA targets; track performance bogeys and notify Managing Partner of trends and impending issues.    
  • Assist with driving digital engagement and tracking incentive programs.      
  • Coordinate Agent programs with Service Management, including agent health benefits, expense allowance, persistency bonus, Council and Year End exceptions, Life Success Bonus, Agent of the Day, etc.   
  • Assist the Managing Partner in recruiter development through routine meetings, reviewing compensation and GPA, and ways to maximize both.     
  • Review and approve appointment and recruiting credit transfers.
  • Monitor Agent Licensing requirements and drive Series 6/7 Licensing initiatives.           
  • Manage TAS opt-out requests, TAS auto-term extensions and CAP waiver requests.
  • Manage contract maintenance process, including agent notification, bogey tracking, monitoring candidate contracting information to ensure consistency amongst recruiters, and identifying best practices to help expedite processing, and alignment with GO retention goals.    
  • Facilities oversight for the office locations, including involvement with market survey review, negotiations, construction, occupancy coordination, agent rent reimbursements, and budget.     
  • Oversee financial reports, such as discretionary expenses, expense accounts for management/Agents/Tech, nextSource timesheets, agency-related purchases, and equipment.
  • Assist planning GO meetings, including scheduling, logistics, audio/visual needs, agendas, marketing materials, etc.
  • Ad hoc projects as directed by the Zone COO and/or Managing Partner.   

                                                                                                    

Qualifications

  • Bachelor’s Degree
  • Minimum of 5-7 years of relevant experience.
  • Experience in operations and in Agency; good people/emotional intelligence, communication, and supervisory skills; budgeting experience.
  • Moderate knowledge of the insurance industry as it relates to life office operations; operational knowledge of the Company and internal processes, such as compliance, contracting, budgetary.
  • Must be able to communicate with all parties and persuade people into action and deliver what is needed.
  • Ability to resolve conflict and create understanding of rules/business decision rationale.  
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  • SF:LI-KV1    

 

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 our Foundation. 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: 84883

 

 

 


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