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Job Details

Corporate Vice President

Company name
New York Life Insurance Company

Experience
8 yrs required

Location
Addison, TX, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Jun 29, 2020

Valid Through
Oct 12, 2020

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Profile

Corporate Vice President

The candidate work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues. Create customized and sales focused estate planning cases that specifically address a client’s planning needs (including to estate tax computation (state and federal), estate planning document analysis, asset protection planning, special needs planning, non-citizen planning, charitable planning, and income tax planning). Create customized business planning cases that incorporate business succession planning, key employee planning and nonqualified deferred compensation planning. Assist Member agents with integrating a client’s estate, business and financial planning objectives by assisting with the development of financial plans, cash flow analyses and custom spreadsheet analyses. Provide a detailed analysis of various estate and business planning documents (wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, nonqualified deferred compensation agreements). Provide phone consultation and insurance sales support. Assist in ongoing education of Member agents through various platforms including Webinars, meeting presentations and technical writing. When needed, assist in specialized writing projects, developing and reviewing technical marketing materials, and developing insurance sales initiatives.

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