Senior Advanced Planning Consultant - Remote
Schenectady, Schenectady County, New York, 12301, USA
Listed on 2026-11-01
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Sales
Sales Consultant
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.
We are looking to fill the Senior Advanced Planning Consultant
- Remote position at New York Life in New York, NY, United States.
Step into the Senior Advanced Planning Consultant
- Remote role at New York Life in New York, NY, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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