Senior Specialist, Life Product Specialist

Job Requisition ID: 93047 

 

Location Designation: Fully Remote 

 

 

Location: This is a fully remote role.

 

Role Overview:

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 

 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing, and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

 

What You’ll Do:

• Fielding inbound calls from agents regarding the technical aspects of the Life Product
• Receiving inbound calls from agents regarding in force policies
• Placing outbound calls to field agents and managers with product information and sales incentives as needed
• Work in respective zones to support the Life Product Consultants
• Work on Special Projects

 

What You’ll Bring:

• Bachelor's degree preferred or equivalent work experience
• Minimum of 3 years prior insurance product experience required
• Expert knowledge of life insurance products
• Must possess life/health licenses and FINRA Series 6 and 63
• Must have the ability to work independently and in a team environment

• Possess excellent oral and written communication skills and interpersonal and customer service skills
• Must have strong follow-up and research skills
• Ability to convey accurate and timely information by phone to agents
• Ability to work with all software necessary to support agents, track activities, and present solutions
• Must be a detail-oriented, well organized and self-starter
• Ability to pay attention to detail and multi-task
• Capable of interacting and effectively working with team members within the department, with employees throughout New York Life, as well as with external clients/business partners/contacts

 

 

Pay Transparency

Salary Range: $64,500-$90,000 

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.

 

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