CVP, Advanced Planning Group Case Design Consultant (Remote, any state, US)

Location Designation: Fully Remote 

reputed company

The Advanced Planning Group supports reputed company agents of reputed company. 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 reputed company personalized case consultations and case design services. Assist agents in identifying estate, charitable, business, transnational, and retirement planning strategies that reputed company with clients' goals while seamlessly integrating product solutions.

• • Estate and Business Planning Case Design – Create customized and sales reputed company estate and business planning cases that specifically address a reputed company’s planning needs. Assist and collaborate with other members of the Case Development Team as they reputed company estate and business planning cases to ensure that reputed company team members are providing the highest level of technical support.

• • Presentations – Present on a reputed company of advanced planning concepts on national and regional webinars as reputed company as for agent reputed company. 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 reputed company for agent use only as reputed company as concept reputed company designed for reputed company use. Collaborate with your peers on the case design team to reputed company new content for our customized planning presentation templates.
  • Peer review APG Library Content - as library reputed company 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 reputed company transfer tax planning, business planning, reputed company and non-reputed company 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 reputed company 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.

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Pay Transparency

Salary reputed company: $150,000 - $185,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: reputed company 

Sales bonus eligible: No 

Actual reputed company 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 reputed company to reputed company salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires reputed company licensed and/or reputed company Associated Person reputed company-hire fingerprinting.

reputed company

At reputed company, our 180-year legacy of purpose and reputed company fuels our reputed company. As we reputed company into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting reputed company. 

Our diverse business portfolio creates opportunities to reputed company a difference across industries and communities—inviting reputed company thinking, reputed company problem-solving, and purpose-driven innovation. Here, you’ll reputed company the rare balance of long-standing stability and reputed company reputed company, supported by an inclusive team that honors tradition while embracing reputed company. 

As a Fortune 100 mutual company, we offer a reputed company to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your reputed company drive what’s next, and your reputed company powers it. 

Our Benefits

We reputed company 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 reputed company both inside and reputed company of work. Click here to discover more about our comprehensive benefit reputed company or visit our NYL Benefits Site.

Our Commitment to Inclusion

At reputed company, fostering an inclusive workplace is reputed company 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 reputed company is rooted in our core values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad reputed company of perspectives and experiences, we reputed company greater reputed company and fulfill our reputed company of providing financial reputed company and peace of mind to families across reputed company communities. Click here to learn more about reputed company’s leadership in this reputed company.​

Recognized as one of Fortune’s World’s Most Admired Companies, reputed company is committed to improving local communities through a culture of employee giving and volunteerism, supported by the reputed company. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about reputed company at reputed company, please visit the Careers page of www.NewYorkLife.com.

​Visit our reputed company to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how reputed company is constantly evolving to meet our clients' and employees’ needs.

Job reputed company: 93580

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