Location Designation: Fully Remote 



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 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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.


This role will primarily cover New York City Metro General Offices (including New Jersey) and Boston Metro General Offices. 


Role Overview

  • Support Agents, GO Management, and Consultants by providing one-on-one case consultation and case design services to help identify and implement various estate, charitable, transnational, business, executive benefits and retirement planning concepts and strategies in connecting with sales of our company’s products.
  • The role covers target offices primarily in the New York City (including New Jersey) and Boston metros.
  • Provide in-person and virtual support to Agents, Sales Development Managers, Product Consultants, and other New York Life management and personnel requiring assistance with the technical, legal and tax aspects of advanced estate, business, executive benefits and retirement planning tools and techniques.
  • Work jointly with other divisions of New York Life Insurance Company to develop and promote advanced market initiatives for the sale and marketing of our Company’s Life Insurance products.
  • Develop marketing, sales and educational materials for agents, clients and their advisors on advanced market life insurance and other insurance product applications, including estate, business, executive benefits, and retirement planning strategies.



  • JD degree preferred. Life Insurance experience preferred.
  • Minimum 5 years’ experience in point of sales, field experience supporting agents in closing complex Life Insurance cases.
  • Strong knowledge and experience in the Advanced Markets, including estate, transnational planning, retirement, executive benefits, and business planning expertise.
  • Ability to communicate effectively with Agents, clients, and other advisors (attorneys, CPA's). Adept at presenting complex topics in understandable terms to not only solve clients' problems but to lead to sale.
  • Professional written and oral communication style as well as strong organizational skills.
  • Strong relationship management skills; effectively work with agents and management within the general offices, the Advanced Planning team as well as cross functionally with other Product areas.
  • 25 - 50% travel is required.
  • The role requires the consultant to be located in or relocate to the New York City metro.





Salary range: $125,000 - $150,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 


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.


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


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: 89913



About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

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.

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