Corporate Vice President, Advanced Planning Consultant - West Central Zone

About the role

The role involves providing expert case consultation and strategic planning support to agents and management teams within the West Central Zone. Specializing in advanced planning areas such as estate, business, charitable, and retirement strategies, you will help agents design customized solutions that align with clients’ financial goals.

Responsibilities

• Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning.
• Provide responsive, professional support via in-person meetings, Zoom, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management.
• Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions.
• Collaborate with internal stakeholders across departments to develop and promote advanced markets initiatives that drive sales of life insurance products.
• Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs).
• Represent the Advanced Planning Group as a trusted resource within the General Offices and ensure high-quality field support across the assigned territory.

Requirements

Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred. Life insurance / industry sales support experience a plus. Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies. Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results. Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients. Demonstrated strength in relationship management and cross-functional collaboration. Willingness and ability to travel 50% within the West Central Zone.

Qualifications

Advanced degree in a related field, preferably a Juris Doctor (JD), with a strong foundation in estate and tax law. Life insurance / industry sales support experience is a plus. Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies. Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results. Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients. Demonstrated strength in relationship management and cross-functional collaboration. Willingness and ability to travel 50% within the West Central Zone.

Skills

Expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies. Strong presentation and communication skills. Ability to collaborate effectively with internal stakeholders and agents. Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results. Travel 50% within the West Central Zone.

Benefits

Salary Range: $140,000 - $200,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
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.

Pay

Pay transparency is not applicable as the salary range is provided.

Schedule

The role requires relocation to the territory.

Contact Information

To apply for this position, please visit the Careers page of www.NewYorkLife.com.