<div class="isg-job-description“>
Location Designation:Hybrid – 1 day per quarter
Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.
As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.
You are our future, and we commit to investing in you accordingly.
Role Overview
This position supports internal and external customers with accurate, timely service and operations processing in the Regulation 60 (Reg60) unit. It involves disclosure handling, document preparation, technical assistance, and case analysis in support of life insurance and annuity policy changes governed by regulatory requirements
What You’ll Do:
- Generate illustrations, policy briefs, and calculators for replacement modeling.
- Prepare disclosure documents comparing existing and proposed policies.
- Ensure documentation meets compliance and disclosure requirements (NY Reg60).
- Communicate with field agents and internal management on escalated cases.
- Assist with transaction processing (initial, drum, and quality control steps).
- Perform quality checks and ensure consistency across all Reg 60 reviews.
- Participate in knowledge-building andcontinuous improvement activities
What You’ll Bring:
Required Skills
- Strong data entry and tracking skills.
- Ability to manage high-volume work under tight deadlines.
- Strong attention to detail and analytical problem-solving.
- Solid oral/written communication and customer service experience.
Preferred Skills
- Bachelor’s degree or relevant business experience
- NASD Series 6 license is a plus.
- 2-3 years in life insurance, annuity, or financial services operations.
- Familiarity with Regulation 60 or insurance policy replacement procedures.
- Experience working with illustrations and policy comparisons.
Pay Transparency
Salary Range:$50,000-$60,000
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 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 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 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.
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:92056
To help us track our recruitment effort, please indicate in your cover/motivation letter where (usajobvacancies.com) you saw this job posting.