Note: The job is a remote job and is open to candidates in USA. New York Life is a Fortune 100 mutual company with a legacy of purpose and integrity. They are seeking a Corporate Vice President, Advanced Planning Consultant responsible for driving life insurance case production and providing advanced planning solutions to agents and clients across the nation.
Responsibilities
- Drive life insurance case production by working directly with New York Life’s agents and targeted top producers
- Own and exceed $25k+ premium case goals through proactive sales leadership, pipeline management, and strategic agent partnerships
- Build and maintain strong relationships with top agents, GO Management, and General Office leadership
- Provide advanced case development, product design, and technical support for individual and business planning needs involving premium finance
- Run and support client seminars, client meetings, and high-impact sales presentations focused on premium finance strategies
- Deliver agent training and GO Management training on premium finance concepts, case positioning, product solutions, and sales best practices
- Introduce and educate agents and field management on new products, enhancements, underwriting considerations, and premium finance strategies
- Deliver compelling presentations to agents, management teams, and clients in both virtual and in-person settings
- Collaborate closely with General Office consultants and leadership to align premium finance strategies, production goals, and field execution
- Support the field through individual agent consultations, group training sessions, and in-market engagement
Skills
- Minimum of 5 years of life insurance wholesaling experience
- Extensive advanced knowledge of life insurance, premium finance strategies, sales processes, and investment product dynamics
- Proven ability to work independently while driving results in a fast-paced, goal-oriented sales environment
- Exceptional communication, presentation, and relationship-building skills with senior agents and leadership
- Life insurance license and FINRA registrations: Series 6 or 7, Series 63, and Series 65 or 66
- Willingness to travel frequently (typically ~50%, with potential for up to 100% based on business needs)
- Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
- JD preferred but not required
- Industry designations such as CFP®, CLU®, or ChFC® highly desirable
Benefits
- Overtime eligible: Exempt
- Discretionary bonus eligible: No
- Sales bonus eligible: Yes
- Employees are eligible for an annual discretionary bonus
- Employees may also be eligible to participate in an incentive program
- 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
Company Overview