Remote VP, Advanced Planning - West Central Zone

New York Life; New York (NY); On-site; USD 140,000 - 200,000; Full time

Job summary

New York Life is seeking an experienced professional for the Advanced Planning Group, focusing on support for agents across the West Central Zone. This role emphasizes advanced planning, requiring a Juris Doctor and strong communication skills to present complex concepts effectively.

Responsibilities include providing one-on-one consultations, creating educational materials, and collaborating across departments to drive sales of life insurance products. This fully remote position requires travel within the designated territory.

Qualifications

• JD strongly preferred, with expertise in estate and tax law.
• Life insurance or industry sales support experience a plus.
• Expertise in estate, business succession, and retirement strategies.

Responsibilities

• Deliver one-on-one case consultations with agents.
• Provide support through in-person, Zoom, and phone consultations.
• Serve as a technical expert on advanced planning concepts.
• Collaborate with stakeholders on advanced markets initiatives.
• Create marketing and training materials for agents and clients.
• Represent the Advanced Planning Group and ensure field support.

Skills

Strong foundation in estate and tax law

Excellent verbal and written communication skills

Relationship management

Deep expertise in advanced planning topics

Consultative approach

Education

Juris Doctor (JD)

Job description

New York Life is seeking an experienced professional for the Advanced Planning Group, focusing on support for agents across the West Central Zone. This role emphasizes advanced planning, requiring a Juris Doctor and strong communication skills to present complex concepts effectively.

Responsibilities include providing one-on-one consultations, creating educational materials, and collaborating across departments to drive sales of life insurance products. This fully remote position requires travel within the designated territory.