New York Life is looking for an Advanced Planning Consultant to provide strategic planning support to agents across the Pacific Zone. This role involves delivering one-on-one consultations and collaborating on advanced planning strategies that align with client financial goals.
The ideal candidate should have a strong background in estate planning, excellent communication abilities, and a willingness to travel 50% within the region. Competitive salary range and benefits are offered, including potential participation in incentive programs.
#J-18808-LjbffrPacific Advanced Planning VP - Estate & Retirement Strategy in san francisco at Unknown Company
This position is listed as full time and onsite.