Corporate Vice President, Nautilus Group Case Consultant


Date: Mar 6, 2023

Location: Addison, TX, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.



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.


The Nautilus Group is a service organization that supports over 200 of New York Life’s top producers. The ideal candidate will have, at a minimum, ten years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.


Role Overview

  • Member Agent Support – Develop relationships with member agents. Work closely with member agents to develop estate and business strategies for high net worth and ultra-high net worth clients and integrate New York Life products, where applicable. Help member agents target specific markets, including high net worth, business and cultural markets. Provide ongoing education to member agents. Some travel may be required to assist member agents with client meetings.


  • Estate and Business Planning Case Design – Create customized and sales focused estate planning cases that specifically address a client’s planning needs. Assist other members of the Case Development Team as they develop estate and business planning cases to ensure that all team members are providing the highest level of technical support. Utilize New York Life products to illustrate benefits of various non-qualified retirement planning strategies.


  • 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. Familiarity with eMoney is preferred.


  • Meeting Presentations – Present on the technical aspects of estate and business planning during various company and/or industry meetings as well as member agent seminars. Create ongoing Webinars to highlight company initiatives and to keep member agents updated on tax law.


  • Special Projects –
    • Assist with content development by creating new educational pieces for member agents (white papers, agent newsletters, website content, industry articles, etc.)
    • Take a leadership role in implementing new initiatives (opportunities resulting from changing laws, integration of new company products, content development around core offerings, etc.)
    • Monthly training of Nautilus staff members.



  • Minimum of 10 years’ experience working in the advanced market. Possess a detailed understanding of estate and gift transfer tax planning, business planning, qualified and nonqualified retirement planning, charitable planning and income tax planning.
  • Juris Doctor required (CFP or CPA preferred).
  • Experience presenting complicated advanced planning techniques to other advisors and to clients and should have experience engaging parties to implement suggested strategies.
  • Detailed knowledge of life insurance products, life insurance taxation, life insurance funding (e.g., split dollar, premium financing) and how to utilize life insurance for a high net worth individual’s business and estate planning needs.
  • Detailed knowledge of annuity products, annuity taxation and how to utilize annuities for a high net worth individual’s retirement and estate planning needs.
  • Experience integrating financial planning concepts and estate and business planning strategies to develop a comprehensive plan for high net worth clients and business owners.
  • Able to utilize excel to create financial models to illustrate various planning strategies.
  • Able to serve as a technical expert in the Case Development team and should be a high performer in terms of productivity and member agent relations.
  • Able to work independently with little to no technical guidance from management or other members of the Case Development team.




Salary range: $105,000-$160,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. 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

Job Requisition ID: 88257




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