Corporate Vice President, Advanced Planning Consultant - JD

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Date: May 25, 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 www.NewYorkLife.com.

 

 

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.

 

 

Role Overview

• Provide Virtual Support to our Agents, GO Management, and consultants for assigned territory by providing one-on-one case consultation and case design services to help identify and implement various estate, business and retirement planning concepts and strategies in connecting with sales of our Company’s products

• Support large case sales effort by managing the Zone team’s database and reaching out to agents with identified opportunities

• Support agents, GO Management, and Consultants for assigned territory requiring assistance with the technical, legal and tax aspects of advanced estate, business and retirement planning tools and techniques

• Work jointly with other divisions of New York Life to develop and promote Advanced Market initiatives for the sale and market of our Company’s products

 

Qualifications

• JD degree required

• Extensive knowledge of and experience in the Advanced Markets

• Professional, written and oral communication skills and organizational skills

• Life insurance knowledge a plus

• Series 7, 63 and 65 securities licenses preferred

EOE M/F/D/V

 

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Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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