Pacific Advanced Planning VP - Estate & Retirement Strategy

New York Life Insurance Co.; San Francisco (CA); Hybrid; USD 125,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life is looking for an Advanced Planning Consultant to provide strategic planning support to agents across the Pacific Zone. This role involves delivering one-on-one consultations and collaborating on advanced planning strategies that align with client financial goals.

The ideal candidate should have a strong background in estate planning, excellent communication abilities, and a willingness to travel 50% within the region. Competitive salary range and benefits are offered, including potential participation in incentive programs.

Qualifications

• Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred.
• Life insurance / industry sales support experience a plus.
• Proven ability to present complex legal and financial concepts.

Responsibilities

• Partner with agents to deliver case consultations.
• Provide professional support via various meeting formats.
• Serve as a technical expert on tax and financial aspects.

Skills

Estate planning expertise

Communication skills

Sales support experience

Tax law knowledge

Education

Juris Doctor (JD)

Job description

New York Life is looking for an Advanced Planning Consultant to provide strategic planning support to agents across the Pacific Zone. This role involves delivering one-on-one consultations and collaborating on advanced planning strategies that align with client financial goals.

The ideal candidate should have a strong background in estate planning, excellent communication abilities, and a willingness to travel 50% within the region. Competitive salary range and benefits are offered, including potential participation in incentive programs.