New York Life Insurance Company
Corporate Vice President, Nautilus Advanced Planning Attorney
New York Life Insurance Company, Addison, Texas, United States, 75001
Location Designation:
Hybrid - 3 days per weekWhen 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.Business Unit OverviewNew 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 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.The Nautilus Group is an exclusive, nation-wide resource accessible to an elite group of over 200 of the most accomplished financial service professionals in the industry. The ideal candidate will have, at a minimum, seven years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.What You'll Do :Member Agent Support
- Work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues.Estate Planning Case Design
- Create customized and sales focused estate planning cases that specifically address a client's planning needs.Business Planning Case Design
- Create customized business succession planning cases.Analytical Presentations and Support
- Assist Member agents with integrating a client's estate, business, and financial planning objectives.Document Reviews
- Provide a detailed analysis of various estate and business planning documents.Client Presentation/Sales Support
- Work collaboratively with Member agents to provide sales support and assist in presenting comprehensive or single-issue estate/business planning strategies.Member Agent Education
- Assist in ongoing education of Member agents through various platforms.Special Projects
- When needed, assist in specialized writing projects and developing marketing materials.What You'll Bring :Juris Doctor required.CPA, ChFC, FINRA Series 7 and 66 (or 63 and 65) preferred.Minimum of 7 years of experience.Knowledge of the advanced market, including estate and gift transfer tax planning.General knowledge of life insurance products and life insurance taxation.Ability to analyze complex estate and business planning documents.Ability to utilize Microsoft Excel for financial modeling.Ability to work independently to develop planning solutions.Service-oriented approach when interacting with Member agents.Salary range:
$105,000 - $160,000Overtime eligible:
ExemptDiscretionary bonus eligible:
YesSales bonus eligible:
NoClick 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.
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Hybrid - 3 days per weekWhen 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.Business Unit OverviewNew 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 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.The Nautilus Group is an exclusive, nation-wide resource accessible to an elite group of over 200 of the most accomplished financial service professionals in the industry. The ideal candidate will have, at a minimum, seven years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.What You'll Do :Member Agent Support
- Work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues.Estate Planning Case Design
- Create customized and sales focused estate planning cases that specifically address a client's planning needs.Business Planning Case Design
- Create customized business succession planning cases.Analytical Presentations and Support
- Assist Member agents with integrating a client's estate, business, and financial planning objectives.Document Reviews
- Provide a detailed analysis of various estate and business planning documents.Client Presentation/Sales Support
- Work collaboratively with Member agents to provide sales support and assist in presenting comprehensive or single-issue estate/business planning strategies.Member Agent Education
- Assist in ongoing education of Member agents through various platforms.Special Projects
- When needed, assist in specialized writing projects and developing marketing materials.What You'll Bring :Juris Doctor required.CPA, ChFC, FINRA Series 7 and 66 (or 63 and 65) preferred.Minimum of 7 years of experience.Knowledge of the advanced market, including estate and gift transfer tax planning.General knowledge of life insurance products and life insurance taxation.Ability to analyze complex estate and business planning documents.Ability to utilize Microsoft Excel for financial modeling.Ability to work independently to develop planning solutions.Service-oriented approach when interacting with Member agents.Salary range:
$105,000 - $160,000Overtime eligible:
ExemptDiscretionary bonus eligible:
YesSales bonus eligible:
NoClick 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.
#J-18808-Ljbffr