Corporate Vice President, Advanced Planning Consultant (JD)


Date: Apr 9, 2019

Location: Addison, TX, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of



New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.



Position Requirements:


  • Member Agent Support - Work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues.
  • Estate Planning Case Design - Create customized and sales focused estate planning cases that specifically address a client’s planning needs (including but not limited to estate tax computation (state and federal), estate planning document analysis, asset protection planning, special needs planning, non-citizen planning, charitable planning, and income tax planning).
  • Business Planning Case Design - Create customized business planning cases that incorporate business succession planning, key employee planning and nonqualified deferred compensation planning.
  • Financial Planning for the Registered Investment Advisor - Assist Member agents with integrating a client’s estate, business and financial planning objectives by assisting with the development of financial plans, cash flow analyses and custom spreadsheet analyses.
  • Document Reviews - Provide a detailed analysis of various estate and business planning documents (wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, nonqualified deferred compensation agreements).
  • Consultation- Provide phone consultation and insurance sales support.
  • Member Agent Education - Assist in ongoing education of Member agents through various platforms including Webinars, meeting presentations and technical writing.
  • Special Projects -
    • Assist with content development by creating new educational pieces for Member agents;
    • Develop and review insurance sales initiatives; and
    • Take a leadership role in implementing new initiatives and providing new offerings to Member agents as a result of changing tax law and financial landscapes.



  • Juris Doctor required
  • CPA, CLU, FINRA Series 7 and 66 (or 63 and 65) preferred
  • A minimum of 8+ years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.   
  • Knowledge of the advanced market, including estate and gift transfer tax planning, business planning, qualified and non-qualified retirement planning, charitable planning and income tax planning.
  • General knowledge of life insurance products, life insurance taxation and utilizing life insurance for a high net worth individual’s business and estate planning needs.
  • Able to analyze complex estate and business planning documents and should have considerable familiarity with operational and technical requirements of various estate and business planning strategies and techniques.
  • Able to work independently to develop estate and business planning solutions and to provide technical guidance to Member agents.
  • Employ a service-oriented approach when interacting with Member agents.
  • SF:LI-KV1


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.




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Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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