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NY Regulation 60 Specialist

Company: VirtualVocations
Location: Newport News
Posted on: July 6, 2024

Job Description:

A company is looking for a Regulation 60 Specialist.

Key Responsibilities:

Review all required Reg 60 documents for accuracy
Collaborate with Financial Professionals and Insurance carriers for illustrative values
Ensure quality control of completed work

Required Qualifications:

College degree
Strong organizational skills
Comfortable communicating with Financial Professionals
Ability to collaborate with team members
Knowledge of financial planning products and insurance operations

Keywords: VirtualVocations, Newport News , NY Regulation 60 Specialist, Other , Newport News, Virginia

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