Sr. Representative, Variable Annuities Call Center 93818

 

Location Designation: Hybrid - 3 days per quarter 

 

 

 

Business Unit Overview

Join Service Experience, the engine powering exceptional experiences for New York Life's clients, agents and beneficiaries. You'll play a vital role in creating seamless customer experiences that build confidence, trust and loyalty. Whether you’re directly supporting clients throughout their life insurance needs or implementing innovative digital solutions, your work impacts the quality of every interaction. 

 

 

 

Role Overview
In-Force Service is looking for a high-energy, self-motivated individual to join our Variable Annuity Call Center team! This role serves as a key point of contact for agents and policy owners, delivering high-quality service in a fast-paced, highly regulated environment. The ideal candidate is a proactive problem solver who can think critically, take initiative, and ensure timely, accurate handling of service requests in line with compliance and quality standards. This individual will also contribute to continuous improvement efforts that enhance team efficiency and the overall customer experience. Our comprehensive training program will provide you with everything you need to assist our clients while providing exceptional customer service.

 

What You'll Do

• Deliver personalized service to policy owners and agents through inbound calls, including handling Variable Annuity inquiries, resolving issues, and processing requests
• Assess customer needs and make informed decisions using knowledge of products, systems, and regulatory guidelines
• Review and process in-force transactions with speed, accuracy, and adherence to compliance standards
• Compose clear and accurate correspondence for agents and clients
• De-escalate complex or sensitive situations to achieve effective, mutually beneficial resolutions

Collaborate with team members to meet departmental goals and maintain service standards

Serve as a subject matter expert on projects requiring research, analysis, and problem-solving

Continuously build knowledge and skills to handle increasingly complex transactions and improve service delivery

 

What You'll Bring

Required

• High School Diploma or GED
• FINRA Series 6 or 7
• Excellent verbal, written, and listening skills
• Strong interpersonal skills 
• Proficient PC skills, including Word, Excel, and PowerPoint, navigating websites

Preferred:

• Associates, or Bachelor’s degree
• 2+ years of experience in a customer service environment strongly preferred
• Demonstrated success in creating positive experiences for customers
• Strong technical and analytical skills, including experience running, manipulating, and interpreting reporting data
   

 

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.

 

Company Overview 

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. 

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. 

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. 

 

Our Benefits