Associate Service Leader Onsite Relationship Manager 94480

About the role

This is a management training position for the role of General Office Operations Manager. The training program focuses on both operational aspects and leadership skills required to lead the Service Team in the General Office.

Operational training includes procedural and compliance knowledge surrounding the administration of new business for life insurance, annuities, long-term care, mutual funds, and disability insurance. It also covers agent contracting and licensing processes, as well as service functions for internal and external customers.

Leadership training includes soft skill development, staff performance management, workflow planning and organizing, staff hiring and training, budgets, and expense management. The program prepares the associate to participate in General Office management operations, working closely with the field management team on decisions affecting operations, agent and policyholder service, and staff development.

The training program will also prepare the associate to contribute to agent development by conducting training classes on life applications, in-force service, agent compensation, and benefits. Following the structured development program (approximately 1–2 years), the individual will be eligible for appointment as an Operations Manager in one of our General Office locations.

Responsibilities

• Develop procedural and compliance knowledge for new business administration across life insurance, annuities, long-term care, mutual funds, and disability insurance.
• Learn agent contracting and licensing processes.
• Master service functions for internal and external customers.
• Build leadership skills, including staff performance management, workflow planning, staff hiring and training, and budget/expense management.
• Work closely with field management on decisions impacting General Office operations, agent and policyholder service, and staff development.
• Conduct training classes for agents on life applications, in-force service, agent compensation, and benefits.

Requirements

• Bachelor’s degree or relevant professional designations and business experience.
• Minimum 2 years of customer service and/or call center experience preferred.
• Must complete FINRA Series 99 and SIE (Operations Professional) exams within 1 year.
• Ability to relocate across the United States within 12 to 24 months upon completion of the development program (required).
• Travel throughout the U.S. may be required during the training period to develop skills in various environments.
• Customer-focused with a commitment to service excellence.
• Strong decision-making, problem-solving, and adaptability to change.
• Excellent written and verbal communication skills.
• This role requires FINRA licensing and/or FINRA Associated Person pre-hire fingerprinting.

Pay

Salary range: $60,000–$75,000. Actual base salary will be determined based on experience, skills, qualifications, and job location. Employees are eligible for an annual discretionary bonus and may participate in an incentive program.

Benefits

• Paid vacation.
• Health care coverage.
• 401K match.
• Pension plan.
• Tuition assistance.
• Student loan repayment assistance.
• Flexible spending accounts.
• Leave programs, adoption assistance, and additional modern workforce benefits.

Job Level: LEVELCS4. Overtime eligible: Nonexempt. Discretionary bonus eligible: Yes. Sales bonus eligible: No.