Junior Financial Operations Analyst

Location Designation: Hybrid

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

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 115 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, and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

Responsibilies

  • Assist with the processing of Agency field management personnel status changes including appointments, transfers, and terminations
  • Assist in coordinating and verifying new field management appointment requirements with recommendations from the Agency Zones
  • Maintain and track Agency Management Personnel files including employment agreements, briefs, and various information
  • Assist with the calculation of Field Management Compensation factors
  • Prepare compensation projections and proformas for newly appointed Partners
  • Serve as a back-up analyst to our bi-weekly payroll process and Development Manager on boarding process

Qualifications

  • Bachelor’s Degree preferred
  • Minimum of 1 year of relevant experience
  • Knowledge of MS Word, Excel & Access
  • Strong analytical and organizational skills
  • Ability to multi-task
  • Independent decision making skills
  • Strong written and oral communication skills

Salary range: $47,500-$72,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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 the Foundation. We’re proud that due to our mutuality, we operate in the best interests of our policy owners. 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.

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Job Requisition ID: 89491

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Job Category
Business Operations
Job Type
unspecified
Salary
USD 47,500.00 - 72,500.00 per year
Country
United States
City
New York
Career Level
unspecified
Company
New York Life Insurance Co
JOB SOURCE
https://jobs.newyorklife.com/job/New-York-Junior-Financial-Operations-Analyst-NY-10001/1076322700/