Corporate Vice President, Life Solutions Consultant - PA jobs in United States
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Apogem Capital · 3 days ago

Corporate Vice President, Life Solutions Consultant - PA

Apogem Capital is part of New York Life’s Agency distribution system, which focuses on building lifelong client relationships. The Senior Life Solutions Consultant is responsible for achieving life insurance sales objectives and managing a team while providing expertise and support to agents.

Financial Services

Responsibilities

Lead, manage, and develop a team of Product Consultants supporting a captive agency sales force
Drive life insurance sales growth by partnering closely with agents and field leadership across the respective Zone
Build and maintain strong relationships with agents, managers, and General Office leadership
Demonstrate deep expertise in New York Life’s life insurance products, sales processes, and solutions
Provide case development, product design, and technical support for individual and business planning needs
Introduce and educate field management and agents on new products, enhancements, and sales strategies
Deliver compelling sales presentations to agents, management teams, and clients
Support the field through individual meetings, group sessions, and in-person presentations
Collaborate proactively with General Office leadership to align sales strategies and objectives

Qualification

Life insurance wholesalingSales strategiesProduct expertiseCFP® certificationCLU® certificationChFC® certificationLife insurance licenseFINRA registrationsAdvanced Markets knowledgeCommunication skillsPresentation skillsRelationship-building skills

Required

Bachelor's degree preferred or equivalent professional experience
Minimum of 5 years of life insurance wholesaling experience
Broad knowledge of the life insurance business, sales processes, and investment product dynamics
Strong ability to work independently while driving results in a fast-paced sales environment
Excellent communication, presentation, and relationship-building skills
Life insurance license and FINRA registrations: Series 6 or 7, Series 63, and Series 65 or 66
Willingness to travel frequently (typically ~50%, with potential for up to 100% based on business needs)

Preferred

Industry designations such as CFP®, CLU®, or ChFC® highly desirable
Understanding of Advanced Markets concepts is a plus

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

Company

Apogem Capital

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Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.

Funding

Current Stage
Growth Stage

Leadership Team

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Josh Niedner
Chief Executive Officer
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Company data provided by crunchbase