Corporate Vice President, Planning and Solutions Consultant

Job Requisition ID: 95235
Location Designation: Hybrid - 3 days per week
Corporate Vice President, Planning and Solutions Consultant
Job Level: PF5
Location Designation: Fully Remote
Role Overview
New York Life is seeking an experienced financial planning professional to join our organization as a Corporate Vice President, Planning and Solutions Consultant. This role will help accelerate planning-led growth, deepen client relationships, and increase adoption of integrated insurance and wealth solutions across assigned territories and General Offices (GOs).
As a Planning and Solutions Consultant, you will work closely with agents and advisors, Agency leadership, Product Consultants, Financial Planning, Zones, and Home Office partners to translate financial planning strategies into meaningful client and business outcomes. You will bring financial planning expertise directly to the field, helping advisors identify opportunities, develop holistic client strategies, and integrate protection and wealth solutions into their practices.
A key focus of the role will be supporting Focus Agents, including Investment Adviser Representatives (IARs) in their first three years, helping these advisors build planning capabilities, strengthen client engagement, and accelerate the growth of their practices.
The team will support assigned territories, primarily aligned by zone, with flexibility to work across territories as business needs and the model continues to evolve.
What You'll Do
Drive Planning-Led Growth

• Drive growth in Eagle assets, financial planning adoption, and protection sales, including Life, Long-Term Care (LTC), and Disability Insurance (DI), across assigned territories and General Offices.
• Translate financial planning strategies into actionable opportunities that strengthen advisor productivity and client engagement.
• Help advisors identify opportunities to deepen existing client relationships and expand the breadth of solutions provided.
• Partner closely with Product Consultants to deliver integrated insurance and wealth strategies aligned with client needs.
• Participate in client meetings alongside advisors to support the presentation and delivery of financial planning strategies.

Develop and Support Advisors

• Provide targeted support to Focus Agents, particularly IARs in their first three years, to help accelerate their development and business growth.
• Coach advisors on planning tools, client engagement strategies, and business development practices.
• Help newer advisors incorporate planning-led approaches into their practices and client conversations.
• Use targeted engagement and performance insights to identify opportunities to strengthen advisor effectiveness and results.

Deliver Financial Planning Expertise

• Serve as a resource to advisors on holistic financial planning and more complex client planning strategies.
• Support the delivery of both fee-based and non-fee-based financial plans.
• Leverage financial planning technology, including eMoney, to help advisors develop and present planning strategies.
• Provide expertise on connecting insurance and wealth solutions to address clients' broader financial needs.

Partner with the Field

• Deliver training, presentations, and advisor and client-facing engagements in both virtual and in-person settings.
• Build strong relationships across agents, managers, General Offices, Zones, Product Consultants, and Home Office partners.
• Reinforce consistent financial planning and sales practices across assigned territories.
• Track field activity, opportunities, and outcomes using CRM tools and established reporting processes.

Collaborate Across the Organization

• Partner with Agency leadership, Product Consultants, Financial Planning, and Home Office teams to align priorities and coordinate field execution.
• Establish a strong partnership with the Financial Planning team to support consistent planning strategies and advisor experiences.
• Help ensure clear and coordinated messaging across stakeholders.
• Bring field feedback and insights back to key partners to help refine strategies, tools, and approaches.

Support Operational Excellence

• Effectively manage territory coverage, scheduling, travel, and field engagement.
• Maintain disciplined tracking of activities, outcomes, and key performance measures.
• Support pilot governance, reporting, and performance monitoring as the model develops.
• Contribute insights and best practices that can help strengthen and scale the Planning and Solutions Consultant model.

What You'll Bring

• Bachelor's degree or equivalent relevant experience.
• 5+ years of experience in financial planning, sales, distribution, field consulting, or a related financial services role.
• Series 7 and Series 66 or Series 65 licenses.
• CFP® or ChFC® designation.
• Active Life and Health insurance license.
• Strong understanding of insurance and investment solutions and how they can work together within a holistic financial plan.
• Experience working with financial planning technology, with knowledge of eMoney preferred.
• Strong consultative, relationship-building, presentation, and communication skills.
• Ability to translate financial planning concepts into clear, actionable strategies for advisors and clients.
• Experience working within an insurance agency or advisor distribution environment preferred.
• Strong proficiency with Microsoft Word, Excel, and PowerPoint.
• Ability to work effectively across multiple stakeholders, territories, and priorities in a highly collaborative environment.
• Ability and willingness to travel to support assigned General Offices, advisors, and client engagements as business needs require.

Job Level: LEVELPF5
Pay Transparency
Salary Range: $120,000 - $140,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life,please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 95235
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