Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 mutual company committed to providing financial security and peace of mind to families across all communities. As a Corporate Vice President, Advanced Planning Consultant, you will provide expert case consultation and strategic planning support to agents and management teams, specializing in advanced planning areas such as estate, business, charitable, and retirement strategies.

Responsibilities

• Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning
• Provide responsive, professional support via in-person meetings, Zoom, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management
• Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions
• Collaborate with internal stakeholders across departments to develop and promote advanced markets initiatives that drive sales of life insurance products
• Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs)
• Represent the Advanced Planning Group as a trusted resource within the General Offices and ensure high-quality field support across the assigned territory

Skills

• Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred
• Life insurance / industry sales support experience a plus
• Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies
• Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results
• Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients
• Demonstrated strength in relationship management and cross-functional collaboration
• Willingness and ability to travel 50% within the West Central Zone
• This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Benefits

• Leave programs
• Adoption assistance
• Student loan repayment programs

Company Overview

Company H1B Sponsorship