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New York Life logo
New York Life

New York Life is headquartered in New York, New York, and offers a portfolio of products for life insurance, long-term care insurance, retirement, investment an

CVP, Advanced Planning Group Case Design Consultant

Location

New York

Posted

123 days ago

Salary

$150K - $185K / year

Seniority

Senior

Bachelor Degree9 yrs expEnglishLife Insurance Products

Job Description

CVP, Advanced Planning Group Case Design Consultant

New York Life

Location Designation: Fully Remote Role Overview: The Advanced Planning Group supports all agents of New York Life. The ideal candidate will have at a minimum, five to ten years of experience in the areas of estate planning and business planning, charitable planning, asset protection planning, and income tax planning. While not required, a working knowledge of life insurance products would be an asset. What You'll Do: - - Agent Support - Collaborate closely with agents, general office management, and consultants to provide personalized case consultations and case design services. Assist agents in identifying estate, charitable, business, transnational, and retirement planning strategies that align with clients' goals while seamlessly integrating product solutions. - - Estate and Business Planning Case Design - Create customized and sales focused estate and business planning cases that specifically address a client's planning needs. Assist and collaborate with 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. - - Presentations - Present on a variety of advanced planning concepts on national and regional webinars as well as for agent study groups. Serve as subject matter expert to address technical questions coming in through the chat online seminar function. Create new presentations on advanced planning concepts for agent training and seminars for our field consultants and agents to use with clients. - - Content Development - create new content for the advanced planning group library including pieces for agent use only as well as concept pieces designed for client use. Collaborate with your peers on the case design team to develop new content for our customized planning presentation templates. - Peer review APG Library Content - as library pieces come up for renewal, peer review content assigned to you. Submit corrections and updates to the sales support team. - Take a leadership role in implementing new initiatives through opportunities resulting from changing laws, integration of new company products, and content development around core offerings working collaboratively across the organization. What You'll Bring: - - Minimum of 5 - 10 years' experience working in the advanced market. Possess a detailed understanding of estate and gift transfer tax planning, business planning, qualified and non-qualified retirement planning, charitable planning, and income tax planning. - Juris Doctor required. - Experience in 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. - Experience integrating financial planning concepts and estate and business planning strategies to develop a comprehensive plan for high-net-worth clients and business owners. - Ability to work independently with little to no technical guidance from management or other members of the Case Development team. #LI - EM1 #LI - REMOTE Pay Transparency Salary Range: $150,000 - $185,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. 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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. 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. Job Requisition ID: 93580

Benefits

  • 401(K) matching, Adoption Assistance, Childcare benefits, Commuter benefits, Company-sponsored outings, Company sponsored family events, Dental insurance, Disability insurance, Volunteer in local community, Family medical leave, Flexible Spending Account (FSA), Generous PTO, Health insurance, Job training & conferences, Charitable contribution matching, Paid volunteer time, Onsite gym, Paid holidays, Paid industry certifications, Paid sick days, Partners with nonprofits, Performance bonus, Promote from within, Recreational clubs, Lunch and learns, Relocation assistance, Return-to-work program post parental leave, Tuition reimbursement, Vision insurance, Mental health benefits, Fertility benefits, Employee resource groups, Quarterly engagement surveys, Hybrid work model, Summer hours, Pension, Pay transparency, Mother's room, Personal development training, Flexible time off, Bereavement leave benefits

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