Corporate Vice President, Customer Service & Operations Manager 88228


Date: Jan 25, 2023

Location: San Jose, CA, US

Company: New York Life Insurance Co

Location Designation: Fully Onsite/Essential Employees 



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.




Corporate Vice President 

Customer Service & Operations Manager, Service Leader  




This fast-paced role includes leading a customer-focused service team to provide support to our external and internal customers:  Agents, Agency Management, and Policyholders. As the General Office Operations Leader, your team’s primary functions are to provide a seamless onboarding experience for agent candidates, ensuring they are contracted timely & overseeing applications through the new business process. You and your team will be responsible for on-site operations and service. You will be responsible for training and developing others, conducting team member check-ins, and leading and contributing to planning sessions. You will also be responsible for following company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.).    


  • Oversee the service provided to Agents, Agency management and customers in the day-to-day operations of the General Office (G.O). 

  • Oversee the processing of Life new business in the General Office including all related accounting functions. 

  • Participate in G.O. 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. 

  • Conduct 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 management.  

  • Oversee financial functions within G.O. operations including local expenses, Agency programs (rent, telephone, internal technology program costs, copier charges, marketing, etc.), and agent ledger debit programs. 




  • At least 3-5 years of leadership experience is required. 

  • Ability to make decisions and troubleshoot issues independently is necessary. 

  • Bachelor’s degree required. 

  • Series 99 FINRA registration required within first six months or candidates currently holding Series 6 or 7 licenses would satisfy this requirement.  




  • You like to be of service to others and have a passion for supporting your customers.  

  • You have a passion for coaching, empowering, developing, and inspiring others. 

  • You are patient, humble, and presume positive intent. 

  • You are a change leader, known for driving innovation and excellent at acting with agility.  

  • You are an excellent presenter with strong written and verbal communication skills, and you possess the ability to communicate with all levels of internal and external stakeholders. 






Salary range: $105,000-$140,000 

Overtime eligible: Exempt 

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 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: 88228



Nearest Major Market: San Jose
Nearest Secondary Market: Palo Alto

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