Corporate Vice President, Planning and Solutions Consultant at New York Life · White Plains, New York, USA · Joined
NL
Corporate Vice President, Planning and Solutions Consultant
New York Life · White Plains, New York, USA · 19h ago · 0 applicants
NewRemoteFull-timeSenior
Pay
$120k–$140kListed
Workplace
Remote
Job type
Full-time
Level
Senior
Team: Planning and Solutions · Source: builtin · Posted by joined-scrapper
About the role
The Corporate Vice President, Planning and Solutions Consultant drives planning-led sales growth and holistic client engagement across assigned territories, coaching newer advisors and integrating insurance and wealth solutions. This fully remote role partners with agency leadership and product consultants to deliver measurable growth in Eagle assets and financial planning adoption.
What you’ll do
Drive measurable growth in Eagle assets, financial planning adoption, and protection sales
Partner with product consultants to deliver integrated client-centric solutions
Provide coaching on planning tools and client engagement strategies to Focus Agents
Serve as subject matter expert on integrating insurance and wealth solutions
Deliver training and client-facing engagements in virtual and in-person settings
Track activity and outcomes through CRM tools and reporting mechanisms
What you’ll need
Bachelor's degree or equivalent experience
Minimum 5+ years in sales, distribution, financial planning, or field leadership
Series 7 and Series 66 or 65
CFP or ChFC
Active Life and Health license
Proficient with Word, Excel, PowerPoint and internet search techniques