Corporate Vice President, Advanced Planning ConsultantLocation Designation: Fully Remote
When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs.
This position will cover Southern California. Role OverviewSupport Agents, GO Management, and Consultants by providing one-on-one case consultation and case design services to help identify and implement various estate, charitable, transnational, business, and retirement planning concepts and strategies in connecting with sales of our Company's products.Provide telephone support to Agents, Sales Development Managers, Product Consultants, and other New York Life management and personnel requiring assistance with the technical, legal, and tax aspects of advanced estate, business, and retirement planning tools and techniques.Work jointly with other divisions of New York Life Insurance Company to develop and promote advanced market initiatives for the sale and marketing of our Company's Life Insurance products.Develop marketing, sales, and educational materials for agents, clients, and their advisors on advanced market life insurance and other insurance product applications, including estate, business, and retirement planning strategies.QualificationsJD degree and Life Insurance experience. Must be in good standing in any jurisdiction to which they are admitted to the bar.Minimum 5 years' experience in point of sales, field experience supporting agents in closing complex Life Insurance cases.Strong knowledge and experience in the Advanced Markets, including estate, retirement, and business planning expertise.Ability to communicate effectively with Agents, clients, and other advisors (attorneys, CPA's). Adept at presenting complex topics in understandable terms to not only solve clients' problems but to lead to sale.Professional written and oral communication style as well as strong organizational skills.Strong relationship management skills; effectively work with agents and management within the general offices, the Advanced Planning team as well as cross-functionally with other Product areas.Extensive travel is required.Salary range: $125,000 - $145,000
Discretionary bonus eligible: No
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life."
#J-18808-Ljbffr
