CVP Service Leader, Onsite Relationship Management 94748

Job Requisition ID:94748

Location Designation: Fully Onsite

Business Overview:

Join our Field Service Team the driving force behind the delivery of exceptional experiences for New York Lifes agents and clients. As part of our diverse team you will have the opportunity to shape seamless customer experiences. Whether youre helping an agent meet their clients life insurance needs supporting strategic initiatives designed to enhance our operating environment or educating our agents on innovative digital solutions your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

AsaCorporate Vice PresidentSenior Service Leader(SSL) youare a strategic operational leader functioning as your General Offices Service Leader while also providing leadership and oversight to a team of Service Leaders and Onsite Specialists across 4-5 offices.

The SSL translates Agency goals into operational focus drives accountability for business outcomes and ensures consistent high-quality service delivery across their span of responsibility. They collaborate closely with the New Business Manager and Agent Onboarding Manager of their respective Team to align workflows capacity planning and staffingdecisions in support oftimelyandaccuratework execution. Through proactive leadership data-driven insights and cross-functional partnershipthe SSLensures high-quality service delivery to Agents Agency Management and customers while strengthening operational consistency business performance and office-level execution across their team.

WhatYoullDo:

• People Leadership & Talent Development: Lead Service Leaders through clear performance expectations regular coaching and ongoing feedback while ensuring balanced workloadsstrong performance and a culture of accountability and service excellence.

• Team Oversight: Partner with New Business and Agent Onboardingleadersto manage workflows align staffing to capacity and ensure consistent high-quality service delivery.

• Strategic Office Leadership & Business Enablement: Translate Agency goals into operational priorities leverage metrics to drive outcomes prioritize key activities and provide strategic oversight to improve performance and results.

• Service Leadership & Cross-Functional Alignment: Serve as the liaison between the General Office and centralized service teams managing escalations guiding stakeholders and ensuring accountability across service channels.

• New Business & Case Visibility: Maintainknowledge of new business systems and support Agents with case management.

• Digital Adoption & Operational Excellence: Promote digital tool adoption train users and implement process improvements to enhance efficiency and client experience.

• Training & Office Enablement: Coordinate and deliver Agent training supportonboardingand ongoing development and manage key office programs aligned to business goals.

• Governance Compliance & Operational Stewardship: Oversee operational administrative and compliance activities while ensuring adherence to company policies and regulatory requirements.

WhatYoullBring:

Required Skills :

• Experience leading operations within a General Office in a Service Leader capacity.

• FINRA Securities Industry Essentials (SIE) and Series 99licenses.

• Strong analytical and decision-making skills with the ability to interpret procedures exercise sound judgment and manage complex operational issues.

• Comprehensive knowledge of new business contracting licensing and FINRA and state regulatory compliance requirements.

• Strong leadership and people management skills with the ability to coach develop and motivate high-performing teams.

• Ability to navigate and resolve complex service issues including escalation management and cross-functional coordination.

• Solid functional knowledge of company systems supporting new business service and financial processes.

• Excellent communication and presentation skills with the ability to effectively deliver training and operational guidance to agents Agency Management and cross functional partners.

Preferred Skills:

• Familiarity with Sales Central tools Hearsay LinkedIn integration and client lead generation platforms.

• Experience managing cross functional vendor relationships including underwriting external service providers and facilities management.

• Demonstrated ability to drive digital adoption and process improvement initiatives.

Job Level: LEVELMG2

Pay Transparency

Salary Range: $130000-$155000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individuals experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary addition to base salary employees may also be eligible to participate in an incentive program.

Please note : This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees and have unique offerings for a modern workforce including leave programs adoption assistance and student loan repayment programs. Based on feedback from our employees we continue to refine and add benefits to our offering so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our .

Our Commitment to Inclusion
At New York Life fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Lifes leadership in this space.

Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the Foundation. Were proud that due to our mutuality we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life please visit the Careers page of .

Job Requisition ID: 94748