Corporate Vice President, Advanced Planning Consultant

New York Life • New York, NY

2d • Remote

About The Position

The Advanced Planning Consultant (APC) is responsible for achieving and exceeding $25K+ in premium sales nationwide by partnering closely with New York Life’s agents and advisors. This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership.

Requirements

• Minimum of 5 years of life insurance wholesaling experience
• Extensive advanced knowledge of life insurance, premium finance strategies, sales processes, and investment product dynamics
• Proven ability to work independently while driving results in a fast-paced, goal-oriented sales environment
• Exceptional communication, presentation, and relationship-building skills with senior agents and leadership
• Willingness to travel frequently (typically ~50%, with potential for up to 100% based on business needs)
• Life insurance license and FINRA registrations: Series 6 or 7, Series 63, and Series 65 or 66

Nice To Haves

• JD preferred but not required
• Industry designations such as CFP®, CLU®, or ChFC® highly desirable

Responsibilities

• Drive life insurance case production by working directly with New York Life’s agents and targeted top producers
• Own and exceed $25k+ premium case goals through proactive sales leadership, pipeline management, and strategic agent partnerships
• Build and maintain strong relationships with top agents, GO Management, and General Office leadership
• Provide advanced case development, product design, and technical support for individual and business planning needs involving premium finance
• Run and support client seminars, client meetings, and high-impact sales presentations focused on premium finance strategies
• Deliver agent training and GO Management training on premium finance concepts, case positioning, product solutions, and sales best practices
• Introduce and educate agents and field management on new products, enhancements, underwriting considerations, and premium finance strategies
• Deliver compelling presentations to agents, management teams, and clients in both virtual and in-person settings
• Collaborate closely with General Office consultants and leadership to align premium finance strategies, production goals, and field execution
• Support the field through individual agent consultations, group training sessions, and in-market engagement

Benefits

• We provide 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 flourish both inside and outside of work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed