Mar 21, 2026
New York Life Insurance Company
Location Designation: Hybrid - 3 days per week Role Overview: The Nautilus Group supports more than 200 of New York Life's top producers. This role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for high-net-worth and ultra-high-net-worth clients. The ideal candidate brings 8-10 years of advanced market experience and operates as a self-directed leader requiring minimal oversight. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design. What You'll Do: Member Agent Support Serve as a strategic partner and primary advanced planning resource for member agents. Develop and deepen relationships with member agents, with responsiveness and service excellence as...
Professional Diversity Network
Addison, TX, USA
Full-Time
