New York Life Addison , TX 75001
Posted 2 months ago
Location Designation: Hybrid
When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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 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 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 and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
The Nautilus Group is an exclusive, nation-wide resource accessible to an elite group of over 200 of the most accomplished financial service professionals in the industry. The ideal candidate will have, at a minimum, seven years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.
Role Overview
Qualifications
Juris Doctor required.
CPA, ChFC, FINRA Series 7 and 66 (or 63 and 65) preferred.
Minimum of 7 years of experience.
Knowledge of the advanced market, including estate and gift transfer tax planning, business planning, 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 client's estate and business planning needs.
Candidate should be 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.
Ability to utilize Microsoft Excel to develop ad-hoc modeling of asset shifting techniques, retirement planning analyses and estate tax liability projections.
Candidate should be able work independently to develop estate and business planning solutions and to provide technical guidance to Member agents.
Candidate should employ a service-oriented approach when interacting with Member agents.
#LI-SV1
#LI-HYBRID
Salary range: $105,000 - $160,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.
Job Requisition ID: 90167
New York Life