Location Designation: Fully Remote
Role Overview:
New York Life’s foundational business is built on delivering financial protection and long-term security through high-quality life insurance solutions. Within the FX (Financial Experience) Value Stream, the NYLIS Professional Team translates enterprise strategy into tools and insights that enhance the client and advisor experience. This includes advancing protection-powered growth and integrating life insurance into holistic planning. This role supports the effectiveness of New York Life’s career agency distribution system by enabling agents to deliver more comprehensive, advice-driven solutions.
The Senior Associate, Advanced Planning Internal Technical Consultant supports Advanced Planning Consultants and NYLIS Professional subscribers with complex, high-value life insurance cases. The role combines case consultation, technical analysis, and illustration support, while helping position life insurance within broader client strategies and aligning field execution with enterprise priorities.
What You'll Do:
- Partner with agents and consultants to analyze complex cases and identify planning opportunities
- Integrate life insurance into estate, business, and retirement strategies to support holistic client outcomes
- Support case design and illustration development using NYL systems and tools
- Provide technical guidance on life insurance planning, including tax implications and implementation strategies
- Collaborate with Life Product and Advanced Planning Consultants to support large case development
- Contribute feedback to the FX value stream to enhance planning tools, solutions, and capabilities
- Track case activity and identify trends to improve planning effectiveness and results
What You'll Bring:
- Bachelor’s degree required
- 5–7 years of experience in insurance, financial services, or advanced markets
- Prior insurance or investment sales experience preferred
- Life/Health and FINRA Series 6 & 63 licenses preferred
- Strong knowledge of life insurance products and advanced planning strategies (e.g., split dollar, buy-sell, trust-based planning)
- Understanding of income and estate tax implications of insurance planning
- Ability to apply life insurance within broader, holistic financial planning contexts
- Proficiency with illustration platforms and planning tools
- Strong communication, analytical, and relationship-building skills
- Ability to manage multiple priorities in a fast-paced environment
#LI - EM1
#LI - REMOTE
Pay Transparency
Salary Range: $90,000-$128,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 93869
