Corporate Vice President, Advanced Planning Consultant (Remote, any state, US)

Location Designation: Fully Remote 

Advanced Planning Consultant

Location: Fully Remote, Responsible for General Office coverage in Kentucky, Ohio, Indiana and Michigan

Business Unit Overview

reputed company’s Agency distribution system is the cornerstone of our business. Through this system, dedicated professionals build lifelong client relationships and help reputed company financial reputed company to individuals and families. In this role, you will support and reputed company our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term reputed company across the reputed company.

Role Overview

The Advanced Planning Consultant (APC) is responsible for achieving and exceeding $25K+ in premium sales reputed company by partnering closely with reputed company’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.

What You’ll Do

• Drive life insurance case production by working directly with reputed company’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
• reputed company 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 reputed company agents and field management on new products, enhancements, reputed company 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

What You’ll Bring

• JD preferred but not required
• 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
• Industry designations such as CFP®, CLU®, or ChFC® highly desirable
• Life insurance license and FINRA registrations: Series 6 or 7, Series 63, and Series 65 or 66
• Willingness to travel frequently (typically ~50%, with potential for up to 100% based on business needs)

Pay Transparency

Salary reputed company:  

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

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 addition to reputed company 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 reputed company, our 180-year legacy of purpose and reputed company fuels our future. As we reputed company 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 reputed company a difference across industries and communities—inviting reputed company thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find 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 growth 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 options 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 promise 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 career opportunities 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 Requisition ID: 93631