CORPORATE VICE PRESIDENT, Planning and Solutions Consultant Manager

New York Life • White Plains, NY

6d • $140,000 - $150,000 • Hybrid

About The Position

New York Life is seeking an experienced financial planning and sales leader to lead a team of Planning and Solutions Consultants. The role is focused on accelerating planning-led growth, deepening client relationships, and increasing adoption of integrated insurance and wealth solutions across assigned territories and General Offices. 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 leads and develops consultants while also engaging directly with agents, advisors, clients, and General Office leadership. The role establishes execution standards, coaches and develops team members, and drives accountability for measurable business outcomes. It also advances planning-led growth through advisor support, field engagement, cross-functional partnerships, and disciplined operational 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.
• Ability to meet the pre-hire fingerprinting requirement for FINRA licensed and/or FINRA Associated Persons.

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, and develop a team of Planning and Solutions Consultants, establishing performance expectations, coaching routines, and accountability standards.
• Provide ongoing mentorship and field coaching, drive consistent execution and messaging, and support hiring, onboarding, and ongoing 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 that strengthen advisor productivity and client engagement, and identify opportunities to deepen client relationships.
• Partner with Product Consultants and other specialists to deliver integrated insurance and wealth solutions, including participating in client meetings alongside advisors.
• Prioritize support for Focus Agents, including Investment Adviser Representatives within their first three years, and coach advisors on planning tools, client engagement, and business development.
• Help newer advisors establish 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 fee-based and non-fee-based plans using capabilities and tools such as eMoney.
• Help advisors integrate insurance, investment, and wealth solutions within a holistic planning framework and guide them in positioning solutions suited to 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, coordinate field support, and maintain consistent messaging.
• Bring field insights and feedback to partner teams to help refine strategies, tools, and approaches, while building strong cross-organizational relationships.
• Manage travel, scheduling, priorities, and territory coverage; maintain disciplined tracking of activity, outcomes, and performance measures.
• Support pilot governance, reporting, and performance monitoring, and help develop scalable processes, tools, and best practices.

Benefits

• Full package of employee benefits.
• Leave programs.
• Adoption assistance.
• Student loan repayment programs.
• Annual discretionary bonus eligibility is stated in the compensation information, although discretionary bonus eligibility is also listed as No.

What This Job Offers

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