Senior Associate, Field Operations and Supervision

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Date: May 14, 2021

Location: Waltham, MA, 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.

 

 

This role is housed in the Boston GO

 

Role Overview

 

To work with the Corporate Vice President of the Boston GO Agency Standards and other team members to assist in the following activities:

 

• Review all cases written by assigned agents.

• Review all incoming 3010 logs for assigned agents. Follow-up when necessary.

• Review all out going correspondence and provide to the appropriate department for approval.

• Assist in agent training with regard to compliance/standards rules and regulations, including field

observation.

• Work with Management Team to identify and resolve potential red flag items generated locally or through Home Office.

• Work with CCD, General Office and Zone to ensure that all complaints are processed in a timely manner.

• Conduct all follow-up required after annual Supervisory Interview of assigned agents.

• Conduct and document client contact as necessary.

• Ensure all seminar materials are submitted/approved and advance notifications are given to the General Office as required.

• Ensure agent staff is properly trained.

 

Qualifications

• Bachelor’s Degree

• Minimum 2 years of industry experience

• Series 7 and 24 required

• Series 51 or 53 (or obtain within 12 months)

• Series 65, 66 or ChFC (or obtain within 6 months)

• Excellent communications skills (written and verbal)

• Strong analytical skills required

• Must be a self-starter, result oriented and a team player

 

SF:LI-KV1

 

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 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.J

Job Requisition ID: 83376

 

 


Nearest Major Market: Waltham
Nearest Secondary Market: Boston

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