Date: May 12, 2022

Location: San Francisco, CA, US

Company: New York Life Insurance Co



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.





  • Responsible for General Office operations and staff development including life new business functions, agent contract and license support, staff recruitment and development and overall customer service.  Acts as a mentor and trainer to lower level processors and supervisors.  Responsible for development and performance of direct reports as well as Service staff at large.
  • Oversee the service provided to Agents, Agency management and customers in the day-to-day operations of the General Office.
  • Oversee the processing of Life new business in the General Office including all related accounting functions.
  • Oversee the processing of Agent contracts and licensing functions including all related agent set up activities.
  • Participate in GO management meetings including Weekly and Monthly Planning meetings, Annual Plan and Agency meetings.  Prepare required G.O. reports for Zone, Home Office and local Agency management.
  • Conducts training of new and established agents and their staff related to new business and agent compensation and benefits, recruiting, retention and recognition programs as well as Agent compensation and benefit programs.   
  • Conduct individual performance review and planning sessions with G.O. staff members including formal performance management meetings and forms.   Prepare and conduct G.O. staff development functions including training and staff assignment schedules, staff deployment, staff meetings, employee relations and attendance issues. 
  • Oversee financial functions within GO operations including local expenses, Agency programs (rent, telephone, FT program, copier, marketing), Agent ledger debit programs.
  • Individual is responsible to follow company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.). 



  • At least 3-5 years of Leadership Experience is required, preferably General Office Service Leadership.
  • Knowledge of company systems is required.  Life application systems - NB21, GeODE, CIP, AML database, AutoC, Rumba - SEPS, MRDP; Agent Contract and Licensing systems - ACS, AMS, GeODE, Marketer, WebCRD, E&O, etc.
  • Detailed knowledge of products, structure and systems necessary to resolve policy holder and agent inquiries and problems.
  • Individual is required to have an understanding of the new business functions, agent contract and licensing as well as inforce policy service functions in order to provide quality and accurate service to customers.  Additionally, the job requires knowledge of Agency department.
  • Ability to make decisions and troubleshoot issues independently is necessary.
  • Individual is expected to engage in professional development through LOMA, generally seeking an FMLI designation.
  • Bachelors Degree required
  • Series 99 Operational Professional  Registration is required


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


Job Requisition ID: 86174



Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

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