Corporate Vice President, Planning and Solutions Consultant

New York Life; New York (NY); Remote; USD 120,000 - 140,000; Full time

Job summary

New York Life Insurance Co. seeks a Corporate Vice President, Planning and Solutions Consultant to drive planning-led sales growth and holistic client engagement across territories, including GOs.

The role coordinates with Agency leadership, Zones, Product Consultants, and Home Office to deliver growth in Eagle assets, financial planning, and protection sales, while coaching newer advisors on planning-led practices.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 5+ years in sales, distribution, financial planning, or field leadership.
• 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; skilled in internet search.
• Understanding of insurance and investment solutions.
• Knowledge of insurance agency systems and protocol preferred.
• Excellent communication and presentation skills.

Responsibilities

• Drive growth in Eagle assets, financial planning adoption, and protection sales across territories and GOs.
• Translate planning strategies into actionable sales outcomes.
• Deepen relationships and expand wallet share within client bases.
• Partner with product consultants to deliver integrated, client-centric solutions.
• Join advisors in client meetings to support financial planning presentations.
• Provide coaching on planning tools and client engagement for Focus Agents.
• Deliver holistic financial planning expertise and complex client strategies.
• Support delivery of both fee-based and non-fee-based plans (eMoney).
• Act as SME on integrating insurance and wealth solutions.
• Deliver training and client engagements in virtual and in-person settings.
• Coordinate with Agency leadership, Zones, and Home Office partners.
• Ensure consistent planning and sales behaviors; track activity via CRM.

Skills

Communication

Presentation skills

Sales leadership

Strategic planning

Client engagement

Education

Bachelor’s degree or equivalent experience

Series 7 & 66 or 65

CFP or ChFC

Life/Health license

eMoney experience (preferred)

Tools

Word

Excel

PowerPoint

CRM tools

eMoney

Job description

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

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 here to 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.