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Job description
New York Life is looking for an Advanced Planning Consultant to provide strategic planning support to agents across the Pacific Zone. This role involves delivering one-on-one consultations and collaborating on advanced planning strategies that align with client financial goals.
The ideal candidate should have a strong background in estate planning, excellent communication abilities, and a willingness to travel 50% within the region. Competitive salary range and benefits are offered, including potential participation in incentive programs.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.