NYLPRD
The Advanced Planning Consultant provides expert case consultation and strategic planning support to agents and management teams within the Pacific Zone. The role specializes in advanced planning areas such as estate, business, charitable, and retirement strategies to help agents design customized solutions for clients. This position involves delivering one-on-one consultations, serving as a technical expert on tax and legal concepts, and collaborating with internal stakeholders to drive life insurance sales.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for NYLPRD.
NYLPRD didn’t post a salary, so this is our estimate from similar listings.
45% above the average for this role