Leads planning-driven sales growth across territories by advancing financial planning, insurance, and wealth solution adoption. Coaches newer advisors, supports client meetings, delivers training, coordinates agency and home-office stakeholders, and monitors sales activity and performance. Provides expertise in holistic financial planning using tools such as eMoney, strengthens advisor capabilities, manages territory coverage, and supports scalable processes, pilot governance, and cross-functional execution.
Job Requisition ID: 95236
Location Designation: Fully Remote
Job Title: PF5- Corporate Vice President, Planning and Solutions Consultant
Location Designation: Fully Remote
Role Overview
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.
The team will operate across assigned territories, primarily aligned by zone, with flexibility for overlap to support future expansion.
Core Responsibilities
Sales Activation and Growth
Focus Agent Development
Planning Strategy and Solutioning
Field Execution and Engagement
Cross Functional Alignment
Operational Excellence
Required Qualifications
Job Level: LEVELPF5
Pay Transparency
Salary Range: $120,000 - $140,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
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.
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. We're proud that 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.
Job Requisition ID: 95236
Location Designation: Fully Remote
Job Title: PF5- Corporate Vice President, Planning and Solutions Consultant
Location Designation: Fully Remote
Role Overview
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.
The team will operate across assigned territories, primarily aligned by zone, with flexibility for overlap to support future expansion.
Core Responsibilities
Sales Activation and Growth
- 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
- Joining advisors in client meetings to support the presentation financial planning strategies
Focus Agent Development
- 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
Planning Strategy and Solutioning
- 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
Field Execution and Engagement
- 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
Cross Functional Alignment
- Partner with Agency leadership, Product Consultants, and Home Office teams to align priorities and execution
- Collaboration and partnership 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
Operational Excellence
- 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
Required Qualifications
- 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
Job Level: LEVELPF5
Pay Transparency
Salary Range: $120,000 - $140,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
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.
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. We're proud that 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.
Job Requisition ID: 95236
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