Associate Service Leader Onsite Relationship Manager 94534
$60,000–$75,000 year
On-siteGlendale, California, United States
Job Summary
Conduct operational and leadership training focused on procedural knowledge for new business administration, agent contracting, licensing, and service functions for life insurance, annuities, long-term care, and mutual funds. Manage staff performance, plan workflows, handle hiring and training, and oversee budgets and expense management while working closely with field management on decisions affecting agent and policyholder service. Deliver training classes related to life applications, inforce service, agent compensation, and benefits to support agent development. Complete required FINRA licensing and SIE exams within one year, with eligibility for appointment as an Operations Manager after approximately 1-2 years of the structured development program.
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 may be required as an Operations Manager Trainee
- 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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