[Remote] Corporate Vice President, Advanced Planning Consultant

Note: The job is a remote job and is open to candidates in USA. New York Life is hiring an Advanced Planning Consultant to drive life insurance premium sales and large-case production by partnering with agents and advisors. The role provides advanced planning and premium finance expertise, client-facing support, sales presentations, and training for agents and field leadership.

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

Benefits

• Fully remote
• Leave programs
• Adoption assistance
• Student loan repayment programs

Company Overview

Company H1B Sponsorship