Location Designation: Fully Remote
Advanced Planning Consultant Location of role that candidates may live in: Washington D.C., Maryland, Virginia, North Carolina, South Carolina, Georgia, Alabama, Mississippi, Tennessee, or Kentucky - Responsible for General Office coveragePlease Note: Travel frequently (typically ~50%, with potential for up to 100% based on business needs)Role OverviewThe 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.
What You'll Do- 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
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 TransparencySalary Range: 140,000 - 200,000
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.Our BenefitsWe 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.
Job Requisition ID: 93631
