CORPORATE VICE PRESIDENT, Agency Sales, Planning & Support

New York Life Insurance•White Plains, NY
•Hybrid

About The Position

The Corporate Vice President, Agency Sales, Planning & Support advances growth, productivity, and effectiveness across New York Life’s Agency distribution channel by translating enterprise priorities into measurable field outcomes. The role oversees field-facing capabilities—including Sales Desks, Development Consultants, Product Specialists, the Digital Activation Desk, Eagle Portfolio Specialists, and Planning Solution Consultants—and brings these teams together as an integrated organization supporting General Office growth, agent productivity and activation, top producers, and sophisticated client solutions. As a member of the Agency Sales & Activation leadership team, this executive advises Agency leadership and connects field leaders, top agents, and Home Office partners. The role represents field perspectives in enterprise decisions, shapes sales and distribution priorities, directs resources toward high-impact opportunities, and establishes accountability for execution, talent development, and business results. The position leads Agency distribution strategy and sales activation, advances Agency Building strategies, aligns field and Home Office partners, and manages a high-performing leadership team across multiple specialized functions. It sets objectives, performance measures, and service standards; uses analytics and field feedback to guide decisions and resource allocation; and reports on performance, risks, and growth opportunities to Agency and senior enterprise leadership. A bachelor’s degree is required, and an MBA or advanced degree is preferred. The role requires 15 or more years of progressively responsible experience and FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Requirements

  • Bachelor’s degree required.
  • 15+ years of progressively responsible experience in financial services, distribution, sales leadership, field leadership, or advisor enablement, including significant leadership of leaders.
  • Demonstrated success leading complex, multifunctional organizations and delivering measurable growth and productivity outcomes.
  • Deep understanding of agency distribution, advisor-driven sales models, practice development, and holistic planning for clients.
  • Proven ability to shape strategy and influence executive stakeholders.
  • Strong record of developing senior talent, building high-performing teams, and leading through organizational complexity and change.
  • Exceptional executive communication, judgment, and stakeholder management skills, including the ability to build credibility with senior leaders, field management, and top producers.
  • Ability to use data, analytics, and field insights to drive decisions, resource allocation, and performance improvement.
  • Client- and field-centered approach, with the ability to anticipate needs and stay close to field realities.
  • Executive presence and judgment appropriate for an officer role representing Agency priorities across the enterprise.
  • FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.

Nice To Haves

  • MBA or advanced degree.

Responsibilities

  • Help shape Agency distribution strategy, growth priorities, and field execution plans.
  • Provide strategic counsel to Agency leadership on sales productivity, agency growth, advisor development, client solutions, and emerging field opportunities.
  • Translate enterprise strategies into operating priorities, investment decisions, and scalable field activation plans.
  • Align Agency, Zones, General Offices, and Home Office functions to accelerate execution and remove barriers to growth.
  • Represent field needs in senior-level decision-making while balancing enterprise priorities, risk, and long-term growth objectives.
  • Lead sales activation strategy and execution to increase agent productivity, engagement, client activity, and revenue growth.
  • Oversee field enablement teams providing sales guidance, product expertise, digital activation, and consultative support; align their capabilities and resources to high-impact opportunities.
  • Coordinate sales campaigns, product launches, and strategic initiatives, with clear ownership for adoption and measurable results.
  • Identify opportunities to improve sales effectiveness and client-solution delivery through targeted interventions, segmentation, and field enablement.
  • Advance Agency Building strategies to strengthen General Office growth, agent activation, productivity, retention, and sustainable field capacity.
  • Partner with field leadership to identify agency-building opportunities and deploy resources, programs, and expertise according to local market and office needs.
  • Develop scalable approaches to improve new-agent productivity, accelerate established-agent growth, and build stronger performance cultures.
  • Integrate agency-building priorities with sales activation, development, product, and planning resources so field leaders receive coordinated support.
  • Identify and replicate leading practices, focusing leadership attention on offices or segments with the greatest growth opportunity.
  • Partner with Agency leadership, Zones, Product Consultants, General Offices, and Home Office functions to ensure initiatives are deployed, supported, and measured effectively.
  • Create feedback loops with field leaders and agents, using insights to influence product positioning, sales strategies, resource allocation, and activation priorities.
  • Lead, develop, and retain a high-performing leadership team across multiple specialized functions and maintain a strong succession pipeline.
  • Ensure teams operate as an integrated capability with consistent standards, clear roles, and coordinated field engagement.
  • Establish enterprise-level objectives, performance metrics, and service standards tied to agent activation, productivity, agency growth, planning adoption, top-agent growth, and sales results.
  • Use data and analytics to assess performance, identify trends, and prioritize resources.
  • Report business performance, field engagement, emerging risks, and growth opportunities to Agency and senior enterprise leadership.
  • Foster accountability, collaboration, innovation, inclusion, and continuous improvement.

Benefits

  • Full package of employee benefits.
  • Leave programs.
  • Adoption assistance.
  • Student loan repayment programs.
  • Employees may be eligible for an annual discretionary bonus.
  • Employees may be eligible to participate in an incentive program.
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