New York Life seeks an Advanced Planning Consultant to support agents with estate, business, charitable, and retirement planning. You will provide expert case consultations and collaborate with field leadership across the Northeast Zone.
You will travel up to 50% and work closely with attorneys and CPAs to craft customized solutions that drive life insurance sales, while contributing to training and marketing materials for agents and clients.
#J-18808-LjbffrSenior Advanced Planning Consultant - Remote in workfromhome at Unknown Company
This position is listed as full time and onsite.