Corporate Vice President, Advanced Planning Consultant

Role Overview
The 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 Transparency
Salary 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.