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About the Role

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.

Responsibilities

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.

Requirements

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
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required

Location

Hybrid

Work Type

Hybrid - 4 days per week
Full-time
Onsite

Experience Level

2+ years

Education Level

Associate's degree preferred
Bachelor's degree preferred

Salary/Compensations

$45,000-$50,000

Benefits

On-the-job training
Coaching and feedback
Leave programs
Adoption assistance
Student loan repayment programs

About the Company

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 growth powers it.
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.

Equal Opportunity

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.