Senior Advanced Planning Consultant - Remote

New York Life; New York (NY); Remote; USD 130,000 - 150,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment programs

Job summary

New York Life seeks an Advanced Planning Consultant to support agents with estate, business, charitable, and retirement planning. You will provide expert case consultations and collaborate with field leadership across the Northeast Zone.

You will travel up to 50% and work closely with attorneys and CPAs to craft customized solutions that drive life insurance sales, while contributing to training and marketing materials for agents and clients.

Qualifications

• Excellent verbal and written communication skills.
• Strong presentation abilities and a consultative approach.
• Proven ability to present complex concepts clearly and drive sales results.

Responsibilities

• Partner with agents and leadership to deliver one-on-one case consultations for advanced planning strategies.
• Provide in-person, Zoom, and phone support to agents and management.
• Serve as a technical expert on tax, legal, and financial aspects of advanced planning.

Skills

Verbal and written communication

Presentation skills

Consultative sales support

Relationship management

Education

Juris Doctor (JD) preferred

Job description

New York Life seeks an Advanced Planning Consultant to support agents with estate, business, charitable, and retirement planning. You will provide expert case consultations and collaborate with field leadership across the Northeast Zone.

You will travel up to 50% and work closely with attorneys and CPAs to craft customized solutions that drive life insurance sales, while contributing to training and marketing materials for agents and clients.