Highlight
Summary
About the Role
About You
- Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred.
- Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies.
- Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients.
- Life insurance / industry sales support experience.
- Proven ability to present complex legal and financial concepts in a clear, client-friendly manner that drives sales results.
- Demonstrated strength in relationship management and cross-functional collaboration.
Benefits
- Full package of benefits including leave programs, adoption assistance, and student loan repayment programs.
- Opportunities for professional development and career growth.
For over 175 years, we've been helping people put love into action. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. We invite you to bring your talents here, so we can continue the good to help families and businesses “Be Good at Life.” New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity Read our disclaimers: http://nyl.co/socialmedia