Zone Associate

Job Requisition ID: 94473 

Location Designation: Hybrid - 3 days per week 

Role Overview

The Zone Associate position will be responsible for important Zone functions related to GO agent contracting, agent contract maintenance and recruiter finance programs. This will include handling preliminary onboarding for agent roles, supporting retention of these agents as well as tracking, performing data analysis and producing reporting around these functions.

What You'll Do:

• Handles Contracting and Onboarding process and inquiries for Category II and III red flag, pay equity, and declination reviews of agent candidates.


• Assists with communications between Legal, Standards, GO Management and Onboarding on cases.


• Inquires on visa and work authorization matters for agent candidates.


• Responsible for reviewing, reporting and tracking for agent contract maintenance.


• Produces reports on GO contracting trends, promotability, and GO driver performance.


• Coordinates with HO regarding agent licensing issues, TEA rescission/exclusions, and terminations.


• Assists with Management Development Program communications to the field.


• Responsible for managing the TAS Auto-Term inquiries, Retention Focus Office compliance, and Registered Rep termination process.


• Responsible for weekly/monthly reports to the General Offices to drive results.


• Works directly with Field and Zone management on a broad range of issues.

What You'll Bring: 

• Bachelor's Degree in relevant field


• 0 – 2 years of relevant experience 


• Strong interpersonal skills are a must.


• Proficient in Microsoft Office.


• Knowledge of GO/Zone operations and EPM/DMS/Marketer/Dashboard/Sales Central are a plus.


• Experience with NYLIFE contracting and reporting systems.


• Knowledge of Hiring Guidelines and Production/Termination Standards (i.e. retention, recruiting, programs and GPA).

​Job Level: LEVELPF1

Pay Transparency

Salary Range: $46,500-$66,500 

Overtime eligible: Nonexempt 

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 requires FINRA licensed and/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 Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 94473