Location Designation:Hybrid - 3 days per week
This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.
Who We Are:
Join our vibrant team as a Sales Marketing Review Analyst! We're looking for a detail-oriented professional who's ready to ensure our marketing materials shine while staying compliant with SEC and FINRA regulations. If you're passionate about the world of insurance and annuities, this is your chance to make a real impact!
Your Role:
- Compliance Champion: Conduct thorough reviews of marketing materials to ensure they meet FINRA Rule 2210, SEC guidelines, and company standards.
- Rapid Responder: Deliver exceptional support to our business partners and agent salesforce with quick responses to advertising inquiries.
- Knowledge Sharer: Educate and inform partners about industry regulations and best practices for compliant marketing.
- Tech Trailblazer: Get involved in innovative projects using AI tools to streamline our workflow-think testing, training, and process development!
- Project Lead: Take the lead on compliance for new product launches, sales strategies, and marketing campaigns.
- Collaborative Partner: Work closely with agents and advisors as they create their marketing materials, ensuring compliance throughout.
What You Bring:
- Education: Bachelor's degree required.
- Experience: 3+ years in the industry preferred, but we're open to talent.
- Licensing: FINRA SIE required. Series 6/26 or Series 7/24 is a plus. If you join us, you'll need to pass the Series 6 within 3 months and the Series 26 shortly after.
- Product Knowledge: Familiarity with life insurance and annuity products, plus an understanding of relevant regulations.
- Communication Skills: Excellent written and verbal skills are essential.
- Organizational Skills: Ability to manage a high volume of documents and thrive under pressure.
- Analytical Mindset: Strong critical thinking skills and a proactive attitude.
- Professional & Agile: Customer-focused, adaptable, and professional in all interactions.
- Tech Savvy: Proficient in Microsoft Word, Excel, and PowerPoint, with a willingness to learn new tools.
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Pay Transparency
Salary Range:$77,500-$115,000
Overtime eligible:Exempt
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.
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 Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
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 theFoundation.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.
Job Requisition ID:90844
