Corporate Vice President, Advanced Planning Consultant

Location Designation:Fully Remote

Advanced Planning Consultant

Location of role that candidates need to live in: Kentucky Ohio Indiana and Michigan -Responsible for General Office coverage

Please Note: Travel frequently (typically 50% with potential for up to 100% based on business needs)

Business Unit Overview

New York Lifes Agency distribution system is the cornerstone of our business. Through this system dedicated professionals build lifelong client relationships and help provide financial security to individuals and this role you will support and enable our agents by delivering expertise training and premium finance solutions that drive growth production and long-term success across the enterprise.

Role Overview

The Advanced Planning Consultant (APC) is responsible for achieving and exceeding $25K in premium sales nationwide by partnering closely with New York Lifes agents and advisors. This role drives large-case production through advanced sales strategies estate planning and premium finance solutions by delivering targeted agent engagement hands-on client-facing support and comprehensive training for agents and field leadership.

What Youll Do

• Drive life insurance case production by working directly with New York Lifes 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

What Youll Bring

• JD preferred but not required
• 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
• Industry designations such as CFP CLU or ChFC highly desirable
• 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)

Pay Transparency

Salary Range:

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 individuals experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary addition to base salary employees may also be eligible to participate in an incentive program.

Please note: This role requiresFINRA licensedand/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 here to discover more about our comprehensive benefit options or visit our NYL 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 Lifes leadership in this space.

Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the 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 Careers page of .

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients and employees needs.

Job Requisition ID:93631