CVP Service Leader, Onsite Relationship Management 94748

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.