Back to jobsPartner 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 Office and ensure high-quality field support across the assigned territory.
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Corporate Vice President, Advanced Planning Consultant- Pacific Zone
New York Life - Jimenez Team
Remote - USPosted 5 days ago
remote