• New York Life
  • $128,435.00 -104,060.00/year*
  • Ossining , NY
  • Executive Management
  • Full-Time

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It s a career journey you can be proud of, and you ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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. 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 117 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 up 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, select cultural markets, and the women s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds. Role Overview This is a remote position which can be located anywhere in the United States. Support Agents with complex financial planning solutions in the areas of Non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning Conduct ongoing Agent development sessions and study groups in key assigned areas to increase Agent knowledge and case flow in the Affluent and Advanced markets Conduct ongoing prospecting and sales activities such as client educational seminars, prospecting workshops and events, Center of Influence and advisor meetings, as well as present at national and regional sponsored events with business leaders in the Korean Community Conduct individual client and prospect meetings with Agents and other advisors as requested and as scheduled in assigned territory visits Work with Agents and with other Advanced and Investment areas to assist agents in preparing for client presentations and with case development and preparation Qualifications JD Degree required/and or equivalent business experience in Advanced Planning, MSFS, CFP, or other advanced financial planning education highly desired Minimum of 5-10 years relevant experience Life Insurance License Series 6 & 63, Series 7 highly desired Fluent with Korean Language In depth knowledge of complex financial planning solutions in the areas of Non-US Citizen and dual domiciled estate planning, estate and gift tax planning, executive benefits, business succession, charitable planning, income taxation, and retirement planning Solid knowledge and experience in the Affluent and Advanced markets, industry and competitive knowledge Understanding of consultative approach in working with Affluent clients and of Advisor relationship building process Ability to work with multiple advisors and internal areas, conduct research as needed, and act as a consultant to the agent SF:LI-KV1 Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. EOE M/F/D/V If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) ###-####.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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