CORPORATE VICE PRESIDENT, Planning and Solutions Consultant Manager

New York Life Insurance • White Plains, NY

5d

About The Position

New York Life is seeking an experienced financial planning and sales leader to lead a team of Planning and Solutions Consultants and accelerate planning-led growth, deepen client relationships, and increase adoption of integrated insurance and wealth solutions across assigned territories and General Offices. The role is based in New York and can be located in HMO-NYC or HMO-White Plains. The team primarily supports territories aligned by zone, with flexibility to work across territories as the model evolves.

Operating as a player-coach, the Corporate Vice President combines team leadership and development with direct field engagement. The role establishes execution standards, coaches and develops consultants, and drives accountability for measurable business outcomes while partnering with agents, advisors, and General Office leadership.

The position leads planning-led sales growth, supports Focus Agents and newer advisors, provides financial planning expertise, and coordinates field execution and cross-functional partnerships. It also manages territory coverage, activity and outcomes tracking, pilot governance, and the development of scalable processes and best practices.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 7 to 10+ years of experience in sales, distribution, financial planning, field leadership, or a related financial services role.
• Demonstrated experience leading, coaching, and developing individuals or teams within a sales or distribution organization.
• Strong understanding of financial planning, insurance, and investment solutions.
• Series 7 and Series 66 or Series 65 registrations.
• CFP® or ChFC® designation.
• Active Life and Health insurance license.
• Excellent communication, presentation, facilitation, and relationship-management skills.
• Ability to engage effectively with agents, advisors, field leadership, clients, and Home Office partners.
• Proficiency with Microsoft Word, Excel, PowerPoint, and digital research tools.
• FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.

Nice To Haves

• Experience using eMoney or similar financial planning platforms.
• Knowledge of insurance agency systems, field structures, and operating protocols.
• Experience supporting advisors or financial professionals in a field-based sales environment.
• Demonstrated ability to translate financial planning strategies into actionable business-development opportunities.

Responsibilities

• Lead, coach, mentor, and develop a team of Planning and Solutions Consultants; establish performance expectations, coaching routines, and accountability standards.
• Drive consistency in team execution, messaging, and field engagement, and support hiring, onboarding, and continued team development.
• Drive measurable growth in Eagle assets, financial planning adoption, and protection sales across Life, Long-Term Care, and Disability Insurance.
• Translate financial planning strategies into sales opportunities, deepen client relationships, and expand the range of solutions provided.
• Partner with Product Consultants and other specialists to deliver integrated, client-centered insurance and wealth solutions.
• Participate in client meetings alongside advisors to position and present financial planning strategies and solutions.
• Prioritize support for Focus Agents, including Investment Adviser Representatives within their first three years.
• Coach advisors on financial planning tools, client engagement strategies, and business development practices; help newer advisors build planning-led practices.
• Monitor results and identify targeted opportunities to improve advisor effectiveness and performance.
• Serve as a subject matter expert in holistic financial planning and complex client strategies; support delivery of fee-based and non-fee-based financial plans using tools such as eMoney.
• Help advisors integrate insurance, investment, and wealth solutions into a holistic planning framework, and guide them in positioning solutions based on client needs and financial objectives.
• Deliver training, presentations, workshops, and client-facing engagements in virtual and in-person settings.
• Serve as a liaison across agents, field managers, Zones, and Home Office partners, reinforcing consistent financial planning and sales practices.
• Track field activity, business outcomes, and opportunities through CRM tools and established reporting processes.
• Partner with Agency leadership, Product Consultants, the Financial Planning team, and Home Office partners to align priorities and execution.
• Coordinate field support, reinforce consistent stakeholder messaging, and share field insights with partner teams to help refine strategies, tools, and approaches.
• Manage travel, scheduling, priorities, and territory coverage; maintain disciplined tracking of activity, outcomes, and performance measures.
• Support pilot governance, reporting, and performance monitoring as appropriate, and help develop scalable processes, tools, and best practices.

Benefits

• Comprehensive employee benefits package.
• Leave programs.
• Adoption assistance.
• Student loan repayment programs.
• Annual discretionary bonus eligibility is described in the posting, though the role is marked as not discretionary bonus eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior