Corporate Vice President, Planning and Solutions Consultant

Overview

The Corporate Vice President, Planning and Solutions Consultant (Job Level: LEVELPF5) is responsible for driving planning-led sales growth, advancing holistic client engagement, and increasing adoption of integrated insurance and wealth solutions across assigned territories and General Offices (GOs).

This role coordinates with Agency leadership, Zones, Product Consultants, and Home Office partners to deliver measurable growth in Eagle assets, financial planning, and protection sales, while enhancing the capability of newer advisors. Work is performed across assigned territories, primarily aligned by zone, with flexibility for overlap to support future expansion.

Responsibilities

Sales Activation and Growth

• Drive measurable growth in Eagle assets, financial planning adoption, and protection sales (Life, LTC, DI) across assigned territories and GOs
• Translate planning strategies into actionable sales outcomes that improve productivity and client engagement
• Identify opportunities to deepen relationships and expand share of wallet within existing client bases
• Partner with product consultants to deliver integrated, client-centric solutions
• Join advisors in client meetings to support presentation of financial planning strategies

Focus Agent Development

• Prioritize support for Focus Agents, those who are IARs within their first three years
• Provide coaching on planning tools, client engagement strategies, and business development
• Enable newer advisors to adopt planning-led practices and drive early-career growth
• Monitor and drive performance improvements through targeted engagement

Planning Strategy and Solutioning

• Provide expertise in holistic financial planning and complex client strategies
• Support delivery of both fee-based and non-fee-based financial plans, leveraging tools such as eMoney
• Serve as a subject matter expert on integrating insurance and wealth solutions

Field Execution and Engagement

• Deliver training, presentations, and client-facing engagements in both virtual and in-person settings
• Act as a liaison 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

Cross-Functional Alignment

• Partner with Agency leadership, Product Consultants, and Home Office teams to align priorities and execution
• Collaborate with the Financial Planning team to ensure coordinated field support
• Ensure consistent messaging and coordinated field support across stakeholders
• Incorporate feedback from the field to refine strategies and improve effectiveness

Operational Excellence

• 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 the development of scalable processes and best practices

Required Qualifications

• Bachelor’s degree required or equivalent experience
• Minimum 5+ years of experience in sales, distribution, financial planning, or field leadership roles
• Series 7 and Series 66 or 65
• CFP or ChFC
• Active Life and Health license required
• Preexisting knowledge of eMoney preferred
• Proficient with Word, Excel and PowerPoint as well as various internet search techniques
• Understanding of insurance and investment solutions
• Complete understanding of insurance agency systems and protocol preferred
• Excellent communication and presentation skills

Preferred Qualifications

• Preexisting knowledge of eMoney
• Complete understanding of insurance agency systems and protocol

Compensation & Benefits

• 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.
• Benefits include a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs.

Location

• Fully Remote

Additional Information

• This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.