New York Life Insurance Company
Corporate Vice President, Advanced Planning Consultant
New York Life Insurance Company, New York, New York, us, 10261
Corporate Vice President, Advanced Planning Consultant
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Corporate Vice President, Advanced Planning Consultant
role at
New York Life Insurance Company
Overview New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. This role will primarily cover Greater Philadelphia Metro General Offices and the ideal candidate location is in the Northeastern U.S.
Responsibilities
Support Agents, Go Management, and Consultants by providing one‑on‑one case consultation and case design services to help identify and implement estate, charitable, transnational, business, executive benefits and retirement planning concepts and strategies in connection with sales of our company’s products.
Provide in‑person and virtual 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, executive benefits 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, executive benefits, and retirement planning strategies.
Qualifications
JD degree preferred. Life Insurance experience preferred.
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, transnational planning, retirement, executive benefits, 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.
25 - 50% travel is required.
Compensation Salary Range: $125,000 - $140,000 Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes
Requirements This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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.
Inclusion 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.
Contact Job Requisition ID: 92922
#J-18808-Ljbffr
Corporate Vice President, Advanced Planning Consultant
role at
New York Life Insurance Company
Overview New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. This role will primarily cover Greater Philadelphia Metro General Offices and the ideal candidate location is in the Northeastern U.S.
Responsibilities
Support Agents, Go Management, and Consultants by providing one‑on‑one case consultation and case design services to help identify and implement estate, charitable, transnational, business, executive benefits and retirement planning concepts and strategies in connection with sales of our company’s products.
Provide in‑person and virtual 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, executive benefits 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, executive benefits, and retirement planning strategies.
Qualifications
JD degree preferred. Life Insurance experience preferred.
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, transnational planning, retirement, executive benefits, 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.
25 - 50% travel is required.
Compensation Salary Range: $125,000 - $140,000 Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes
Requirements This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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.
Inclusion 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.
Contact Job Requisition ID: 92922
#J-18808-Ljbffr