Date: Jun 19, 2022

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.



Location: Currently on a Remote Work Status but returning to a hybrid of Remote Work and On Site NYC Platform


The Senior Specialist primarily works in the creation and dissemination of Regulation 60 disclosures for the Agency and Third-Party sales force by processing work in the automated workflow environment. This will be accomplished by establishing an understanding of New York Life products, the systems that support them, and knowledge of the New York State Regulation 60 process.  The Senior Specialist applies product knowledge and knowledge of insurance rules and regulations to work on cases and assist with problems and questions within the Regulation 60 Team. They will be required to perform limited quality reviews as it pertains to the Regulation 60 process and will be a contact resource for the Agency sales force. This role will require the processing of competing business needs such as new case creation, stretch projects, and reviews of applications.


Primary Responsibilities:

  • Processing and delivering daily Reg 60 disclosures and drum steps to field agents and brokers, and interfacing with agency sales force in a deadline driven environment
  • Developing product illustrations, product calculators and policy briefs to provide customers with replacement modeling
  • Ensuring all relevant and necessary documentation is obtained in the case pertaining to the source and accuracy of information in order to assist with replacement actions and maintain high quality levels
  • Fielding some inbound agent inquiries regarding case requirements; communicating regularly with the field and management on the status of escalated cases.
  • Demonstrate advanced knowledge of operational procedures, company policies, industry principles and confidently communicate them to clients and agents 
  • Act as resource for technical, product and regulatory information as it applies to Regulation 60 functions for all clients
  • Works on special assignments and projects as assigned by management. This may include weekly and monthly reports



  • Bachelor’s degree preferred; High School Diploma or GED required
  • Preferred, some financial services related and/or financial services call center experience , specifically with Life and Annuity products and Illustrations
  • Strong judgment and decision-making skills especially crucial when evaluating complicated products and/or replacements for the purposes of making a recommendation to approve or decline paperwork
  • Experience accomplishing competing tasks and high volumes of work under strict deadlines with strong attention to detail
  • Working knowledge of Life and Annuity products
  • Working knowledge of NY Regulation 60 and proprietary products highly preferred
  • FINRA Series 6 or 7 license preferred


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.


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 our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 85540



Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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