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Corporate Vice President, Advanced Planning Case Design Consultant
NYLIFE Securities, Inc.
Addison, TX, United States
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New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.
New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+ (Source: Individual independent rating agency commentary as of 8/1/17).
Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.
Role Overview:
• Support agents, GO Management, and consultants by providing one-on-one case consultation and case design services to help identify and implement various estate, charitable, transnational, business and retirement planning concepts and strategies in connecting with sales of our Company’s products.
• Provide telephone support to Agents, Sales Development Managers, Product Consultants, and other New York Life management and personnel requiring assistance with the technical, legal and tax aspects of advanced estate, business and retirement planning tools and techniques.
• Work jointly with other divisions of New York Life Insurance Co. to develop and promote advanced market initiatives for the sale and marketing of our Company’s Life Insurance products.
• Develop marketing, sales and educational materials for agents, clients and their advisors on advanced market life insurance and other insurance product applications, including estate, business and retirement planning strategies.
Qualifications:
• JD degree required
• 5+ years of related experience
• Extensive knowledge of and experience in the Advanced Markets.
• Professional written and oral communication skills and organizational skills.
• Life insurance knowledge a plus
• Series 7, 63 and 65 securities licenses preferred but not required.
SF:LI-LB1
EOE M/F/D/V