Corporate Vice President, Planning and Solutions Consultant
About The Position
The Corporate Vice President, Planning and Solutions Consultant drives planning-led sales growth, advances holistic client engagement, and increases adoption of integrated insurance and wealth solutions across assigned territories and General Offices. The role coordinates across Agency leadership, Zones, Product Consultants, and Home Office partners to grow Eagle assets, financial planning, and protection sales while strengthening the capabilities of newer advisors. The team operates across assigned territories, primarily aligned by zone, with flexibility to overlap to support future expansion. The position activates sales growth, supports Focus Agents (IARs in their first three years), provides financial-planning expertise, and coordinates field execution and stakeholder alignment. It includes training, presentations, client-facing engagements, activity and performance tracking, territory coverage, and support for pilot governance and scalable processes. Work is performed fully remotely, with virtual and in-person engagements.
Requirements
- Bachelor’s degree or equivalent experience.
- At least 5 years of experience in sales, distribution, financial planning, or field leadership roles.
- Series 7 and Series 66 or Series 65 licenses.
- CFP or ChFC designation.
- Active Life and Health license.
- Proficiency with Word, Excel, PowerPoint, and internet search techniques.
- Understanding of insurance and investment solutions.
- Excellent communication and presentation skills.
Nice To Haves
- Preexisting knowledge of eMoney.
- Complete 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.
- Join advisors in client meetings to support presentation of financial planning strategies.
- Prioritize support for Focus Agents who are IARs within their first three years.
- Coach newer advisors on planning tools, client engagement strategies, and business development.
- Enable newer advisors to adopt planning-led practices and drive early-career growth.
- Monitor performance and drive improvement through targeted engagement.
- Provide expertise in holistic financial planning and complex client strategies.
- Support delivery of fee-based and non-fee-based financial plans using tools such as eMoney.
- Serve as a subject matter expert in integrating insurance and wealth solutions.
- Deliver training, presentations, and client-facing engagements in virtual and in-person settings.
- Liaise between agents, managers, Zones, and Home Office partners.
- Reinforce consistent planning and sales behaviors across territories.
- Track activity and outcomes through CRM tools and reporting mechanisms.
- Partner with Agency leadership, Product Consultants, Home Office teams, and the Financial Planning team to align priorities and execution.
- Ensure consistent messaging and coordinated field support across stakeholders.
- Incorporate field feedback to refine strategies and improve effectiveness.
- Manage travel, scheduling, and territory coverage efficiently.
- Maintain disciplined tracking of activities, outcomes, and performance metrics.
- Support pilot governance, including reporting and performance monitoring.
- Contribute to scalable processes and best practices.
Benefits
- Leave programs.
- Adoption assistance.
- Student loan repayment programs.
- Annual discretionary bonus eligibility is also mentioned, although the posting states discretionary bonus eligibility is No.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
