CLevelCrossing

Corporate Vice President Advanced Planning Consultant

CLevelCrossing, Washington, DC, United States

Corporate Vice President Advanced Planning Consultant

Location
Washington, DC, United States

Posted on
Feb 24, 2022

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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.
This position can be located in the Washington D.C., Virginia or Orlando area.
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 and retirement planning concepts and strategies in connecting with sales of our Company's products.
Provide telephone 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 and retirement planning tools and techniques.
Work jointly with other divisions of **MEMBERS ONLY**SIGN UP NOW***. 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 and retirement planning strategies.
Qualifications
JD degree and Life Insurance experience, series 6 or 7 and 63 required.
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, retirement 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.
Extensive travel is required.
SF:LI-KV1
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
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
, our
and the
page of
Job Requisition ID:85838

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