NY Regulation 60 Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 7, 2025
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Job Description:
A company is looking for a NY Regulation 60 Specialist.
Key Responsibilities
Review Reg 60 documents and ensure data accuracy for processing
Utilize internal systems for customer/carrier comparisons and
collaborate with Financial Professionals
Perform quality control on completed work to ensure accuracy
Required Qualifications
College degree preferred
Strong organizational skills
Ability to collaborate with New Business personnel
Experience in customer service via email and/or phone
Knowledge of financial planning instruments and insurance
operations
Keywords: VirtualVocations, Pico Rivera , NY Regulation 60 Specialist, Other , Vista, California
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