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Corporate Vice President, Advanced Planning Technical Support
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.
New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations.
Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
Role Overview:
• Member Agent Support - Work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues.
• Estate Planning Case Design - Create customized and sales focused estate planning cases that specifically address a client’s planning needs (including but not limited to estate tax computation (state and federal), estate planning document analysis, asset protection planning, special needs planning, non-citizen planning, charitable planning, and income tax planning).
• Business Planning Case Design- Create customized business planning cases that incorporate business succession planning, key employee planning and nonqualified deferred compensation planning.
• Financial Planning for the Registered Investment Advisor- Assist Member agents with integrating a client’s estate, business and financial planning objectives by assisting with the development of financial plans, cash flow analyses and custom spreadsheet analyses.
• Document Reviews- Provide a detailed analysis of various estate and business planning documents (wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, nonqualified deferred compensation agreements).
• Consultation- Provide phone consultation and insurance sales support.
• Member Agent Education- Assist in ongoing education of Member agents through various platforms including Webinars, meeting presentations and technical writing.
• Special Projects- When needed, assist in specialized writing projects, developing and reviewing technical marketing materials, and developing insurance sales initiatives.
Qualifications:
• Juris Doctor required
• CPA, CLU, FINRA Series 7 and 66 (or 63 and 65) preferred
• A minimum of 8+ years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.
• Knowledge of the advanced market, including estate and gift transfer tax planning, business planning, qualified and non-qualified retirement planning, charitable planning and income tax planning.
• General knowledge of life insurance products, life insurance taxation and utilizing life insurance for a high net worth individual’s business and estate planning needs.
• Able to analyze complex estate and business planning documents and should have considerable familiarity with operational and technical requirements of various estate and business planning strategies and techniques.
• Able to work independently to develop estate and business planning solutions and to provide technical guidance to Member agents.
• Employ a service-oriented approach when interacting with Member agents.
EOE M/F/D/V