Corporate Vice President, Planning and Solutions Consultant

New York Life Insurance • White Plains, NY

4d • $120,000 - $140,000 • Remote

About The Position

The Corporate Vice President, Planning and Solutions Consultant, drives planning-led sales growth, holistic client engagement, and adoption of integrated insurance and wealth solutions across assigned territories and General Offices. The role coordinates with Agency leadership, Zones, Product Consultants, and Home Office partners to grow Eagle assets, financial planning, and protection sales while developing newer advisors. Territories are primarily aligned by zone, with flexibility to overlap to support future expansion.

The position focuses on translating planning strategies into sales outcomes, supporting Focus Agents who are IARs in their first three years, and providing expertise in holistic financial planning and complex client strategies. It supports fee-based and non-fee-based financial plans, including use of eMoney, and integrates insurance and wealth solutions. The role delivers training and client engagements in virtual and in-person settings, tracks results through CRM and reporting tools, coordinates field execution, and contributes to scalable processes and pilot governance.

This is a fully remote, exempt role with a base salary range of $120,000–$140,000. The position is eligible for sales incentives, and requires FINRA-licensed and/or FINRA Associated Person pre-hire fingerprinting.

Requirements

• Bachelor’s degree or equivalent experience.
• Minimum 5 years of experience in sales, distribution, financial planning, or field leadership roles.
• Series 7 and Series 66 or Series 65.
• CFP or ChFC.
• Active Life and Health license.
• Proficiency with Word, Excel, PowerPoint, and various internet search techniques.
• Understanding of insurance and investment solutions.
• Excellent communication and presentation skills.
• FINRA-licensed and/or FINRA Associated Person pre-hire fingerprinting is required.

Nice To Haves

• Preexisting knowledge of eMoney.
• Understanding of insurance agency systems and protocol.

Responsibilities

• Drive growth in Eagle assets, financial planning adoption, and protection sales, including Life, LTC, and DI, across assigned territories and General Offices.
• Translate planning strategies into actionable sales outcomes that improve productivity and client engagement.
• Identify opportunities to deepen client relationships and expand share of wallet.
• Partner with Product Consultants to deliver integrated, client-centric solutions and join advisors in client meetings to support presentations of financial planning strategies.
• Prioritize support for Focus Agents, defined as IARs within their first three years, by coaching them on planning tools, client engagement, and business development.
• Enable newer advisors to adopt planning-led practices and drive early-career growth; monitor and improve performance through targeted engagement.
• Provide expertise in holistic financial planning and complex client strategies, support fee-based and non-fee-based plans, and serve as a subject matter expert on integrating insurance and wealth solutions.
• Deliver training, presentations, and client-facing engagements in virtual and in-person settings.
• Act as a liaison between agents, managers, Zones, and Home Office partners, reinforcing consistent planning and sales behaviors across territories.
• Track activity and outcomes through CRM tools and reporting mechanisms.
• Align priorities and execution with Agency leadership, Product Consultants, and Home Office teams; collaborate with the Financial Planning team and coordinate field support and messaging.
• Incorporate field feedback to refine strategies and improve effectiveness.
• Manage travel, scheduling, and territory coverage; track activities, outcomes, and performance metrics; support pilot governance and contribute to scalable processes and best practices.

Benefits

• Comprehensive package of employee benefits.
• Leave programs.
• Adoption assistance.
• Student loan repayment programs.
• Annual discretionary bonus eligibility is described, though the role’s compensation section also states “Discretionary bonus eligible: No.”
• May be eligible to participate in an incentive program; sales bonus eligible.

What This Job Offers

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