VP, Advanced Planning Consultant - Pacific Zone (Remote)

New York Life; Sanger (CA); On-site; USD 125,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package

Adoption assistance

Student loan repayment programs

Job summary

New York Life is hiring an Advanced Planning Consultant for a fully remote position within the Pacific Zone. This role involves providing expert case consultation and strategic planning support to agents, specializing in advanced planning areas such as estate and retirement strategies.

Ideal candidates will have a Juris Doctor degree, solid knowledge in tax law, and proven experience in relationship management. The salary range for this position is $125,000 - $140,000, with eligibility for sales bonuses.

Qualifications

• Life insurance/industry sales support experience is preferred.
• Deep expertise in estate, business succession, and retirement income strategies.
• Proven ability to present complex concepts in a clear, client-friendly manner.

Responsibilities

• Provide one-on-one case consultations with agents on advanced planning strategies.
• Serve as a technical expert on tax, legal, and financial aspects of planning.
• Create marketing and educational materials for agents and clients.

Skills

Expertise in advanced planning topics

Excellent verbal and written communication skills

Relationship management

Strong presentation abilities

Education

Jurisd Doctor (JD)

Job description

New York Life is hiring an Advanced Planning Consultant for a fully remote position within the Pacific Zone. This role involves providing expert case consultation and strategic planning support to agents, specializing in advanced planning areas such as estate and retirement strategies.

Ideal candidates will have a Juris Doctor degree, solid knowledge in tax law, and proven experience in relationship management. The salary range for this position is $125,000 - $140,000, with eligibility for sales bonuses.