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New York Life Insurance Company · 3 days ago

Corporate Vice President, Advanced Planning Consultant

New York, United States

Full-time

Onsite

Mid, Senior Level

$125K/yr - $140K/yr

5+ years exp

New York Life Insurance Company is a Fortune 100 mutual company with a 180-year legacy of purpose and integrity. This role involves providing advanced planning consultation and case design services to support agents and management in implementing various estate, charitable, and retirement planning strategies.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Hiring Manager

Stephanie Virgil Gaines

Responsibilities

Support 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, executive benefits and retirement planning concepts and strategies in connecting with sales of our company’s products

The role covers target offices primarily in the Greater Philadelphia metro area

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

Qualification

JD degreeLife Insurance experienceAdvanced Markets knowledgeSales support experienceEstate planning expertiseRetirement planning expertiseBusiness planning expertiseExecutive benefits knowledgeRelationship managementCommunication skillsOrganizational skills

Required

JD degree 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

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Preferred

Life Insurance experience preferred

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)