Corporate Vice President, Advanced Planning Consultant

Job description

Location Designation: Fully Remote Advanced Planning Consultant: Location of role that candidates need to live in: Kentucky, Ohio, Indiana and Michigan - Responsible for General Office coverage Please Note: T ravel frequently (typically ~50%, with potential for up to 100% based on business needs) Business Unit Overview: New York Life’s Agency distribution system is the cornerstone of our business. Through this system, dedicated professionals build lifelong client relationships and help provide financial security to individuals and families. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise. 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’l...