Corporate Vice President, Planning and Solutions Consultant

Job Title: PF5- Corporate Vice President, Planning and Solutions Consultant  

 Location Designation: Fully Remote 

Role Overview 

The Corporate Vice President, Planning and Solutions Consultant, 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 serves as a central point of coordination across 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. 

The team will operate across assigned territories, primarily aligned by zone, with flexibility for overlap to support future expansion. 

Core 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 

• Joining advisors in client meetings to support the presentation 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 

• Collaboration and partnership with the Financial Planning team 

• 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