Advanced Planning Consultant – Premium Finance

Job Description

Corporate Vice President, Advanced Planning Consultant | New York Life Insurance Company

The Tone:
This is a full-time, remote role at New York Life Insurance Company, located in the specified states across the Southeast U.S., including Washington D.C., Maryland, Virginia, North Carolina, South Carolina, Georgia, Alabama, Mississippi, Tennessee, or Kentucky. New York Life’s Agency distribution system is crucial to its business, where professionals build client relationships and provide financial security. This role supports and enables agents by delivering expertise, training, and premium finance solutions, driving growth, production, and long-term success across the enterprise.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote, covering Washington D.C., Maryland, Virginia, North Carolina, South Carolina, Georgia, Alabama, Mississippi, Tennessee, or Kentucky
• Pay: $140000–$200000 yearly
• Team: Supports New York Life’s Agency distribution system, collaborating with agents and General Office leadership.
• Mission: Drive large-case life insurance production through advanced sales strategies, estate planning, and premium finance solutions.

What You’ll Actually Do
• Production Goal: Drive life insurance case production by working directly with New York Life’s agents and targeted top producers.
• Sales Leadership: Own and exceed $25k+ premium case goals through proactive sales leadership, pipeline management, and strategic agent partnerships.
• Relationship Building: Build and maintain strong relationships with top agents, General Office Management, and General Office leadership.
• Expert Support: Provide advanced case development, product design, and technical support for individual and business planning needs involving premium finance.
• Education & Training: Deliver agent and General Office Management training on premium finance concepts, case positioning, product solutions, and sales best practices.

The Must-Haves
• Background: Minimum of 5 years of life insurance wholesaling experience with extensive advanced knowledge of life insurance, premium finance strategies, sales processes, and investment product dynamics.
• Experience: Proven ability to work independently while driving results in a goal-oriented sales environment, with a willingness to travel frequently (typically ~50%, with potential for up to 100%).
• Skills: Exceptional communication, presentation, and relationship-building skills with senior agents and leadership.
• Bonus: JD preferred. 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.