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| Company: | New York Life, NY | ||
| Job Title: | Vice President, Planning Consultant $125,000 - $140,000 |
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| Job Category: | General Corporate / Insurance [ View All General Corporate Jobs ] | ||
| Job Reference: | 81749 | ||
| Job description: | |||
| Our General Offices are organized into four Zones. In addition to these Zone offices, an Agency Home Office team provides support to agents and field managers in areas such as strategy, finance, administration, standards, training, marketing, and communications. The Agency operation also includes teams focused on growing business in key market segments, including the middle-income market, high-net-worth individuals, and select cultural markets. Agents sell individual life insurance, individual annuities, long-term care insurance products, and mutual funds. Corporate Vice President, Advanced Planning Consultant Location: New York Job Type: Full time What You’ll Do: 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. What You’ll Bring: JD degree preferred. Life Insurance experience 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. Pay Transparency: Salary Range: $125,000 - $140,000 Our Benefits: We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Corporate Vice President, Advanced Planning Consultant $125,000 - $140,000 81749 |
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| Company: | New York Life | ||
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| Employment type: | Full Time | ||
| Salary: | $125,000 - $140,000 | ||
Other Information |
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| Degree: | JD | ||
| Experience (year): | Unspecified | ||
| Job Location: | New York, NY USA | ||
| Zip/Postal Code: | 10001 | ||
| Post Date: | 02/12/2026 | ||
| More Details: | Click here to read more about this job. | ||
Contact Information |
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| Apply Today | |||
Job details |