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New York LifePosted 3 weeks ago
EXPIRED

Associate Service Leader Onsite Relationship Manager 94480

$60,000–$75,000 year

On-siteEdina, Minnesota, United States

Full TimeEntry LevelBachelors DegreeEnterprise

Job Summary

Conduct operational and leadership training focused on General Office Operations, including procedural knowledge for new business administration, agent contracting, and licensing processes. Manage staff performance, organize workflows, handle hiring and training, and oversee budgets and expense management while collaborating with field management on decisions affecting agent and policyholder service. Deliver training classes on life applications, inforce service, compensation, and benefits to develop agents. Complete required FINRA licensing exams and participate in a structured development program leading to appointment as an Operations Manager after 1-2 years. Relocate across the United States within 12 to 24 months upon program completion.

Required Qualifications

  • Bachelor's degree or relevant professional designations
  • business experience
  • Minimum 2 years of customer service and/or call center experience
  • Ability to relocate across the United States within 12 to 24 months upon completion of development program
  • Travel throughout the United States
  • Customer-focused, dedicated to and guided by a commitment to service excellence
  • Accountable, ethical, good decision-making and problem-solving ability
  • Ability to adapt to quick and constant change
  • Strong written and verbal communication skills
  • FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Desired Qualifications

  • Must complete 99 and SIE (Operations Professional FINRA Exam) within 1 year

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