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About the Role

New York Life is seeking an experienced financial planning and sales leader to lead a team of Planning and Solutions Consultants focused on accelerating planning-led growth, deepening client relationships, and increasing adoption of integrated insurance and wealth solutions.

Responsibilities

Lead, coach, and develop a team of Planning and Solutions Consultants.
Establish clear performance expectations, coaching routines, and accountability standards.
Provide ongoing mentorship and field coaching to strengthen consultant effectiveness and business impact.
Drive consistency in execution, messaging, and field engagement across the team.
Support the hiring, onboarding, and continued development of team members as the model evolves.
Drive measurable growth in Eagle assets, financial planning adoption, and protection sales across Life, Long-Term Care, and Disability Insurance.
Translate financial planning strategies into actionable sales opportunities that strengthen advisor productivity and client engagement.
Identify opportunities to deepen existing client relationships and expand the breadth of solutions provided.
Partner with Product Consultants and other specialists to deliver integrated, client-centered insurance and wealth solutions.
Participate in client meetings alongside advisors to help position and present financial planning strategies and solutions.
Prioritize support for Focus Agents, including Investment Adviser Representatives (IARs) within their first three years.
Coach advisors on financial planning tools, client engagement strategies, and business development practices.
Help newer advisors establish planning-led practices designed to support long-term business growth.
Monitor results and identify targeted opportunities to improve advisor effectiveness and performance.
Serve as a subject matter expert in holistic financial planning and complex client strategies.
Support the delivery of fee-based and non-fee-based financial plans using planning capabilities and tools such as eMoney.
Help advisors integrate insurance, investment, and wealth solutions within a holistic planning framework.
Provide guidance on positioning appropriate solutions based on client needs and financial objectives.
Deliver training, presentations, workshops, and client-facing engagements in both virtual and in-person settings.
Serve as a key liaison across agents, field managers, Zones, and Home Office partners.
Reinforce consistent financial planning and sales practices across assigned territories.
Track field activity, business outcomes, and opportunities through CRM tools and established reporting processes.
Partner closely with Agency leadership, Product Consultants, the Financial Planning team, and Home Office partners to align priorities and execution.
Coordinate field support and reinforce consistent messaging across key stakeholders.
Bring field insights and feedback back to partner teams to help refine strategies, tools, and approaches.
Build strong working relationships across the organization to help create a connected planning and solutions experience for advisors.
Effectively manage travel, scheduling, priorities, and territory coverage.
Maintain disciplined tracking of activity, outcomes, and key performance measures.
Support pilot governance, reporting, and performance monitoring as appropriate.
Help identify and develop scalable processes, tools, and best practices that can be applied more broadly across the organization.

Requirements

Bachelor’s degree or equivalent professional experience.
7 to 10+ years of experience in sales, distribution, financial planning, field leadership, or a related financial services role.
Demonstrated experience leading, coaching, and developing individuals or teams within a sales or distribution organization.
Strong understanding of financial planning, insurance, and investment solutions.
Series 7 and Series 66 or Series 65 registrations.
CFP® or ChFC® designation.
Active Life and Health insurance license.
Excellent communication, presentation, facilitation, and relationship-management skills.
Ability to effectively engage a range of stakeholders, including agents, advisors, field leadership, clients, and Home Office partners.
Proficiency with Microsoft Word, Excel, PowerPoint, and digital research tools.
Experience using eMoney or similar financial planning platforms.
Knowledge of insurance agency systems, field structures, and operating protocols.
Experience supporting advisors or financial professionals in a field-based sales environment.
Demonstrated ability to translate financial planning strategies into actionable business-development opportunities.
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Skills

Financial planning
Sales leadership
Team leadership
Coaching
Development
Sales growth
Client relationship management
Integrated insurance solutions
Wealth solutions
Field engagement
Performance management
Mentorship
Business development
Holistic financial planning
Complex client strategies
eMoney
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Digital research

Location

New York

Work Type

Hybrid - 3 days per week

Experience Level

7 to 10+ years

Education Level

Bachelor's degree or equivalent professional experience
CFP® or ChFC® designation

Salary/Compensations

$140,000 - $150,000

Benefits

Full package of benefits
Leave programs
Adoption assistance
Student loan repayment programs
Annual discretionary bonus
Incentive program

About the Company

New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
New York Life operates in the best interests of our policy owners due to our mutuality.

Equal Opportunity

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.
Recognized as one of Fortune’s World’s Most Admired Companies.