Remote Advanced Planning Consultant – Estate & Tax Expert

New York Life Insurance Co. is seeking an Advanced Planning Consultant to deliver expert case consultations and strategic planning support for agents and management in the West Central Zone.

You’ll specialize in estate, business, charitable, and retirement strategies to design customized solutions that lead to successful life insurance sales. The role covers General Offices in the West Central Zone and could include offices in Dallas, Colorado and/or Chicago; relocation may be required.