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About the Role
The Corporate Vice President, Planning and Solutions Consultant, is responsible for driving planning-led sales growth, advancing holistic client engagement, and increasing adoption of integrated insurance and wealth solutions across assigned territories and General Offices (GOs). This role serves as a central point of coordination across Agency leadership, Zones, Product Consultants, and Home Office partners to deliver measurable growth in Eagle assets, financial planning, and protection sales, while enhancing the capability of newer advisors.
Responsibilities
- Drive measurable growth in Eagle assets, financial planning adoption, and protection sales (Life, LTC, DI) across assigned territories and GOs.
- Translate planning strategies into actionable sales outcomes that improve productivity and client engagement.
- Identify opportunities to deepen relationships and expand share of wallet within existing client bases.
- Partner with product consultants to deliver integrated, client-centric solutions.
- Join advisors in client meetings to support the presentation of financial planning strategies.
- Prioritize support for Focus Agents, those who are IARs within their first three years.
- Provide coaching on planning tools, client engagement strategies, and business development.
- Enable newer advisors to adopt planning-led practices and drive early-career growth.
- Monitor and drive performance improvements through targeted engagement.
- Provide expertise in holistic financial planning and complex client strategies.
- Support delivery of both fee-based and non-fee-based financial plans, leveraging tools such as eMoney.
- Serve as a subject matter expert on integrating insurance and wealth solutions.
- Deliver training, presentations, and client-facing engagements in both virtual and in-person settings.
- Act as a liaison between agents, managers, Zones, and Home Office partners.
- Reinforce consistent planning and sales behaviors across territories.
- Track activity and outcomes through CRM tools and reporting mechanisms.
- Partner with Agency leadership, Product Consultants, and Home Office teams to align priorities and execution.
- Collaborate and partner with the Financial Planning team.
- Ensure consistent messaging and coordinated field support across stakeholders.
- Incorporate feedback from the field to refine strategies and improve effectiveness.
- Manage travel, scheduling, and territory coverage efficiently.
- Maintain disciplined tracking of activities, outcomes, and performance metrics.
- Support pilot governance, including reporting and performance monitoring.
- Contribute to the development of scalable processes and best practices.
Requirements
- Bachelor’s degree required or equivalent experience.
- Minimum 5+ years of experience in sales, distribution, financial planning, or field leadership roles.
- Series 7 and Series 66 or 65.
- CFP or ChFC.
- Active Life and Health license required.
- Preexisting knowledge of eMoney preferred.
- Proficient with Word, Excel and PowerPoint as well as various internet search techniques.
- Understanding of insurance and investment solutions.
- Complete understanding of insurance agency systems and protocol preferred.
- Excellent communication and presentation skills.
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required.
Skills
- Financial planning
- Sales growth
- Client engagement
- Insurance solutions
- Wealth solutions
- Coaching
- Business development
- eMoney
- Word
- Excel
- PowerPoint
- CRM tools
Location
- Fully Remote
Work Type
- Fully Remote
Experience Level
- 5+ years of experience in sales, distribution, financial planning, or field leadership roles
Education Level
- Bachelor’s degree or equivalent experience
- CFP or ChFC
Salary/Compensations
- $120,000 - $140,000
Benefits
- Full package of benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
About the Company
- 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.
- 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.
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.
- Click here to learn more about New York Life’s leadership in this space.