Mar 20, 2026
New York Life Insurance Company
Location Designation: Fully Remote Role Overview: The Advanced Planning Group supports all agents of New York Life. 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 provide personalized case consultations and case design services. Assist agents in identifying estate, charitable, business, transnational, and retirement planning strategies that align with clients' goals while seamlessly integrating product solutions. Estate and Business Planning Case Design - Create customized and sales focused estate and business planning cases that specifically address a client's...
Professional Diversity Network
any
Full-Time
