Licensing & Registration Analyst 94239

Job Requisition ID: 94239 

Location Designation: Hybrid - 4 days per week 

Licensing & Registration Analyst

***Hybrid work schedule: work in office 4 days, work from home 1 day*** 

Business Unit Overview:  

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.   

Role Overview: 

The Licensing & Registration Analyst plays a key role in helping Agents across the country become properly licensed and appointed to sell our products. This position supports Agents by answering questions about licensing requirements, guiding them through necessary steps, and processing their requests accurately within our systems. Working within a pod-based team structure, the analyst handles a range of tasks—including licensing, appointments, and registrations—to ensure Agents are set up for success and fully prepared to write business compliantly.

What You’ll Do:

• Process renewal appointments by reviewing documentation and ensuring accurate, timely submissions.
• Manage non-resident licensing renewals for agents in accordance with state regulations.
• Process new non-resident appointment requests, validating applicant credentials and regulatory eligibility.
• Handle initial State Security license requests, coordinating with state agencies and maintaining compliance records.
• Process SIE (Securities Industry Essentials) registration requests with precise data entry and tracking.
• Answer Agents’ questions related to the licensing and registration process via incoming phone calls, emails and virtual meetings.
• Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

What You’ll Bring:

Required Skills

• The ideal candidate should have 2 or more years of customer service and administrative experience
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite
• Proven ability to multi-task effectively

Preferred Skills

• Associates, or bachelor’s degree preferred, but not required

Training & Development  

Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.  

Shift Information  

This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.  

Pay Transparency

Salary Range: $45,000-$50,000 

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 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.

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Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 94239