Senior Associate, Financial Planning Operations
New York Life Insurance Company | |
United States, New York, New York | |
Oct 07, 2024 | |
Location Designation:Hybrid - 3 days per week When you join New York Life, you're joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. Business Unit Overview Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of the team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business. Role Overview: Critical role to support Eagle Strategies Advisors/Financial Planners engage and delivery Financial Planning Contracts and Plans to their clients. This role will assume the responsibility to review planning engagements, ensure that plans meet the specified contractual obligations and upon delivery of plans review that terms have been met. This role is responsible for providing excellent customer service to the advisors to ensure they have a seamless experience when onboarding and delivering financial plans. Provide insight and expertise to streamline home office best practices, identify areas of operational improvements and data gaps to be supported by Senior Leadership and Planning Consulting Teams. What You'll Do: Planning agreements received are in compliance with the Eagle Strategies rules governing the agreements.
What You'll Bring:
#LI-SV1 #LI-HYBRID Pay Transparency Salary Range:$70,000 - $85,000 Overtime eligible:Exempt Discretionary bonus eligible:Yes Sales bonus eligible:No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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 volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Job Requisition ID:90790 |