高级规划顾问，公司副总裁 - 东北区
Corporate Vice President, Advanced Planning Consultant- Northeast Zone
职位编号：94787
工作地点：完全远程
职位概述
我们的代理分销系统是纽约人寿的生命线和关键差异化因素，像你这样敬业的员工为我们的前线团队提供重要支持，与客户建立联系，帮助建立终身关系。作为我们团队的一员，你将为代理人提供他们成功和发展的工具、培训和支持。你的工作有助于为无数个人带来财务安全，塑造他们的未来，并促进业务增长。
作为高级规划顾问，你将为东北区的代理人和管理团队提供专家案例咨询和战略规划支持。你将在遗产、企业、慈善和退休策略等高级规划领域专长，帮助代理人设计符合客户财务目标并促成成功人寿保险销售的定制解决方案。
**该职位涵盖东北区的总部办公室，包括曼哈顿、布鲁克林和长岛的办公室。
你将负责
· 与代理人和总部领导合作，提供一对一的案例咨询，帮助设计和实施涉及遗产、慈善、跨国、企业及退休规划的高级规划策略。
· 通过面对面会议、Zoom 和电话咨询，为代理人、销售发展经理、产品顾问和现场管理提供及时、专业的支持。
· 作为高级规划概念在税务、法律和财务方面的技术专家，提供直接对接产品解决方案的可行见解。
· 与内部各职能部门的利益相关者合作，开发和推广高级市场计划，推动人寿保险产品的销售。
· 为代理人、客户及其专业顾问（如律师、注册会计师）制作清晰、有说服力的营销、培训和教育材料。
· 作为高级规划组的可信资源，在总部内发挥作用，并确保所负责区域的高质量现场支持。
你将具备
· 法学博士（JD）优先，具有遗产和税法坚实基础者优先。
· 具有人寿保险/行业销售支持经验者优先。
· 在高级规划主题方面有深入专业知识，包括遗产、企业继承、慈善捐赠和退休收入策略。
· 有成功预判和解决复杂问题的能力。
查看英文原文
Job Requisition ID: 94787
Location Designation: Fully Remote
Role Overview
Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.
As an Advanced Planning Consultant, you will provide expert case consultation and strategic planning support to agents and management teams within the Northeast Zone. You will specialize in advanced planning areas such as estate, business, charitable, and retirement strategies, helping agents design customized solutions that align with clients’ financial goals and lead to successful life insurance sales.
** The role covers the General Offices in the Northeast Zone, including offices in Manhattan, Brooklyn, and Long Island.
What You’ll Do
- Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning.
- Provide responsive, professional support via in-person meetings, Zoom, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management.
- Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions.
- Collaborate with internal stakeholders across departments to develop and promote advanced markets initiatives that drive sales of life insurance products.
- Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs).
- Represent the Advanced Planning Group as a trusted resource within the General Offices and ensure high-quality field support across the assigned territory.
What You’ll Bring
- Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred.
- Life insurance / industry sales support experience a plus.
- Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies.
- Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results.
- Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients.
- Demonstrated strength in relationship management and cross-functional collaboration.
- Willingness and ability to travel 50% within the Northeast Zone.
Job Level: LEVELPF5
Pay Transparency
Salary Range: 140000 -230, 000
Overtime eligible:Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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.Click hereto discover more about our comprehensive benefit options or visit ourNYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one ofFortune’sWorld’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life,please visit the Careerspage of .
Job Requisition ID: 94787
Originally posted on Himalayas