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Corporate Vice President, Agency Standards

Company: New York Life Insurance Company
Location: Walnut Creek
Posted on: February 15, 2021

Job Description:

Corporate Vice President, Agency Standards Location: San Ramon, CA, US Company: New York Life Insurance Co A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation . It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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 . 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. Role Overview

  • Oversee all Agency Standards functions in the PA Zone and its General Offices. Manage investigations involving allegations against agents and field managers, including recommending appropriate disciplinary action. Conduct and/or oversee the Zone's review of Office of Supervisory Jurisdiction/Agency Standards Review (OSJ/ASR) including completion of management report and follow-up plan.
  • Hire, develop and supervise the Zone CVPs and the GO ASMs, including managing their travel budgets.
  • Conduct or supervise annual OSJ inspections of each General Office within the Zone, report findings, make recommendations and monitor implementation of follow-up.
  • Investigate potential sales practice violations and other complaints involving agents and field managers. Recommend appropriate action including corrective and/or disciplinary action. Assist in evaluating and resolving customer complaints.
  • Conduct supervisory training for field management.
  • Conduct supervisory interviews and maintain proper supervisory files for Registered Reps who are housed in the Zone office.
  • Review requests for agent contract exceptions and make recommendations to Zone COO. Qualifications
    • Bachelors' Degree
    • Series 66 required within 90 days of accepting the position
    • NASD/FINRA Series 7 and 24
    • Series 51 or 53 (or obtain within 6 months)
    • Series 65, 66 or ChFC (or obtain within 6 months)
    • Strong communication and interpersonal skills
    • Strong knowledge of NYL supervisory structure and systems
    • Knowledge of New York Life's products and General Office systems
    • Ability to work well under pressure
    • Willing to travel (75% of time) EOE M/F/D/V If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811. Job Requisition ID:--83063--
      Nearest Major Market: San Francisco
      Nearest Secondary Market: Oakland
      Job Segment: Executive, VP, Series 7, Social Media, Outside Sales, Management, Finance, Marketing, Sales

Keywords: New York Life Insurance Company, Walnut Creek , Corporate Vice President, Agency Standards, Executive , Walnut Creek, California

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