Remote VP of Planning & Solutions Growth

New York Life Insurance Co.; 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

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.