What are the responsibilities and job description for the CVP, Zone Agency Standards position at New York Life?
Location Designation: Hybrid - 3 days per week
Role Overview
The Corporate Vice President, Agency Field Operations & Supervision (ZASO CVP) is responsible for executing Agency Standards, field supervision, and risk-based oversight across the Zone. This role partners closely with the Zone SVP, Lead ZASO, Team Leads, and Home Office partners to ensure timely inspections, effective investigations, sound disciplinary action management, and the development of field leadership.
This position serves as a senior advisor and subject matter expert, supporting consistent supervisory outcomes and helping field management understand the intent, expectations, and rationale behind Company standards and policies.
What You'll Do
- HYBRID
Pay Transparency
Salary Range: $107,000-$153,000
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 requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 93917
Role Overview
The Corporate Vice President, Agency Field Operations & Supervision (ZASO CVP) is responsible for executing Agency Standards, field supervision, and risk-based oversight across the Zone. This role partners closely with the Zone SVP, Lead ZASO, Team Leads, and Home Office partners to ensure timely inspections, effective investigations, sound disciplinary action management, and the development of field leadership.
This position serves as a senior advisor and subject matter expert, supporting consistent supervisory outcomes and helping field management understand the intent, expectations, and rationale behind Company standards and policies.
What You'll Do
- Complete and close ASR and OSJ inspections in a timely, accurate, and well-documented manner.
- Conduct Agency Standards wrap-up presentations for General Office management following field reviews.
- Assist with CCD Reviews and other Zone-level supervisory reviews, as assigned.
- In coordination with the Lead ZASO, Team Leads, and Home Office Investigations/DA teams, assist in managing the disciplinary action process for the Zone, ensuring accurate, timely responses and closure.
- Manage enhanced supervision (ES) programs including email and social reviews using Global Relay as outlined in the ES plan
- Coach and mentor Team Leads and ASMs on investigative practices, supervision expectations, and performance improvement.
- Serve as a trusted resource for field leadership on Agency Standards, supervision, and compliance matters.
- Coordinate with Team Leads to assist in resolving General Office management or agent conflict cases.
- Manage financial review process (BLG) across the Zone
- Review and approve shared office space and multiple branch office locations within the Zone
- Participate in Zone staff meetings and planning meetings, contributing insight and operational support.
- Clearly communicate the rationale behind Company policy and supervisory decisions to field leadership.
- Support the Lead ZASO in budget and travel planning; personally book travel and submit timely expense reports.
- Bachelor’s degree required; advanced degree or professional designation (CLU, ChFC, CFP, CAMS, or similar) preferred.
- Comprehensive knowledge of registered and non-registered products.
- Required licenses: Series 7, 24, and 65 or 66; Series 51 or 53 required within 90 days.
- Strong written and verbal communication skills, with executive-level presence.
- Demonstrated ability to exercise sound judgment, influence outcomes, and partner effectively with senior leaders.
- Willingness to travel as needed.
- Demonstrates a growth mindset, commitment to continuous learning, and process improvement.
- Models effective leadership, mentorship, and inclusive practices.
- Upholds high standards of professionalism, integrity, and accountability in supervisory and investigative matters.
- Partnering with Agency Diversity, Equity & Inclusion to actively champion inclusivity and uphold Company values with the Cultural Ambassador.
- HYBRID
Pay Transparency
Salary Range: $107,000-$153,000
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 requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 93917
Salary : $107,000 - $153,000