CA and US onlyLocation Designation: Fully Remote
Role Overview
Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. As part of our team, you'll equip agents with the tools, training, and support they need to succeed and thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.
As an Advanced Planning Consultant, you will provide expert case consultation and strategic planning support to agents and management teams within the Pacific Zone. You will specialize in advanced planning areas such as estate, business, charitable, and retirement strategies, helping agents design customized solutions that align with clients’ financial goals and lead to successful life insurance sales.
** The role covers the General Offices in the Pacific Zone and could include offices in Central CA, East Bay, Greater Sanfrancisco, Northern California, Reno. The ideal candidate will reside within the territory. **
What You’ll Do:
- 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 Office and ensure high-quality field support across the assigned territory.
What You’ll Bring:
- 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 Pacific Zone.
Pay Transparency
Salary Range: 125,000 - 140,000
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our 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.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental 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 foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
United States