Location Designation: Fully Remote Advanced Planning Consultant Location: Fully Remote, Responsible for General Office coverage in Kentucky, Ohio, Indiana and Michigan Business Unit Overview New York Life's Agency distribution system is the cornerstone of our business. Through this system, dedicated professionals build lifelong client relationships and help provide financial security to individuals and families. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise. Role Overview The Advanced Planning Consultant (APC) is responsible for achieving and exceeding $25K+ in premium sales nationwide by partnering closely with New York Life's agents and advisors. This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. What You'll Do - Drive life insurance case production by working directly with New York Life's agents and targeted top producers - Own and exceed $25k+ premium case goals through proactive sales leadership, pipeline management, and strategic agent partnerships - Build and maintain strong relationships with top agents, GO Management, and General Office leadership - Provide advanced case development, product design, and technical support for individual and business planning needs involving premium finance - Run and support client seminars, client meetings, and high-impact sales presentations focused on premium finance strategies - Deliver agent training and GO Management training on premium finance concepts, case positioning, product solutions, and sales best practices - Introduce and educate agents and field management on new products, enhancements, underwriting considerations, and premium finance strategies - Deliver compelling presentations to agents, management teams, and clients in both virtual and in-person settings - Collaborate closely with General Office consultants and leadership to align premium finance strategies, production goals, and field execution - Support the field through individual agent consultations, group training sessions, and in-market engagement What You'll Bring - JD preferred but not required - Minimum of 5 years of life insurance wholesaling experience - Extensive advanced knowledge of life insurance, premium finance strategies, sales processes, and investment product dynamics - Proven ability to work independently while driving results in a fast-paced, goal-oriented sales environment - Exceptional communication, presentation, and relationship-building skills with senior agents and leadership - Industry designations such as CFP®, CLU®, or ChFC® highly desirable - 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) Pay Transparency Salary Range: 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. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. 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. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93631

Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values: Champion People – be empathetic and help create a place where everyone belongs. Grow with purpose – Be inspired by our higher calling of improving lives. Be Alight – act with integrity, be real and empower others. It’s why we’re so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. About the Role We are seeking a seasoned and highly credible consultant relations leader to join Alight as Vice President, Consultant Relations – Leaves, Absence & Disability. This role is responsible for building, deepening, and sustaining multi‑level relationships across the consulting and brokerage firms that influence employer decisions related to leave of absence, disability, and integrated absence management solutions. This role plays a critical part in driving growth, strengthening advocacy, and positioning Alight as a market-shaping authority within the leaves and disability ecosystem. Responsibilities Multi‑Level Consultant & Broker Relationship Leadership - Own and manage strategic, multi‑level relationships within consulting and brokerage firms, including executive leadership, national and regional practice leaders, subject‑matter experts, and field consultants. - Establish and maintain credibility ownership for Alight across the leaves, absence, and disability market—ensuring the firm is trusted, understood, and appropriately positioned at all levels of influence. - Act as Alight’s senior representative within the consultant community, shaping perception through consistent presence, insight, and follow‑through. Revenue Influence & Broker Book Growth - Drive indirect revenue accountability by expanding Alight’s influence within broker and consultant books of business tied to leave and disability solutions. - Partner with sales leadership to translate consultant relationships into measurable pipeline impact, including opportunity creation, RFP inclusion, finalist positioning, and win rate improvement. - Influence growth not through transactional selling, but through early-stage positioning, sustained advocacy, and trusted advisor status. Market Intelligence & Competitive Positioning - Serve as a central point for competitive intelligence, maintaining a clear understanding of how competitors are positioned, evaluated, and recommended by consultants. - Monitor and interpret trends impacting the leaves and disability marketplace, including regulatory complexity, compliance risk, technology enablement, service delivery expectations, and vendor consolidation. - Use market insight to proactively shape Alight’s positioning, messaging, and strategic priorities. Market-Shaping Thought Leadership - Elevate Alight’s presence as a thought leader and market shaper by engaging consultants in forward-looking discussions about the future of leave and disability administration. - Influence how consultants frame problems, evaluate solutions, and guide employer decision-making—beyond individual deals. - Support the development of differentiated narratives that reinforce Alight’s leadership and long-term relevance. Internal Leadership, Reporting & Escalation Management - Collaborate closely with sales, product, delivery, marketing, and executive leadership to ensure consultant feedback informs strategy and execution. - Own consultant and broker reporting, including broker book of business visibility, relationship coverage, influence tracking, and performance metrics. - Lead consultant-related escalations, ensuring issues are addressed decisively, relationships are protected, and trust is preserved. - Establish and monitor KPIs that reflect relationship depth, influence effectiveness, credibility, and revenue impact, not just activity. Qualifications - Bachelor’s degree or equivalent experience; advanced degree preferred. - Significant experience in consultant relations, advisory leadership, or benefits sales within the leaves, absence, disability, or broader health and benefits ecosystem. - Demonstrated ability to drive measurable influence and indirect revenue growth through consultant and broker channels. - Deep familiarity with how leave and disability consultants evaluate vendors, shape RFPs, and influence employer decisions. - Proven success managing multi‑level relationships within complex consulting and brokerage organizations. - Strong executive presence paired with credibility among hands‑on practitioners and subject‑matter experts. - Strategic, market‑oriented mindset with strong judgment and business acumen. - Excellent communication skills across executive briefings, consultant engagements, and internal leadership forums. - Comfortable operating in a matrixed environment with accountability but without direct line authority. Alight requires all virtual interviews to be conducted on video. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row. Benefits We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options. By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ, disabled persons, disabled veterans and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 185,000.00 USDMaximum : 200,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.

ABOUT 4MATIV TECHNOLOGIES, INC. 4MATIV Technologies manages multi-modal mobility for school systems nationwide with technology to expand options and enhance service. We envision a future where all children have access to the learning opportunities that maximize their potential, and we are reimagining transportation to accelerate student outcomes.  We partner with schools to improve service, safety, and holistic sustainability, ensuring all students have access to the right ride. Currently, we manage transportation for over 50 school districts across cities including Houston, Indianapolis, Minneapolis-St. Paul, and Phoenix, simplifying operations and expanding services for families. Every school day, 4MATIV manages outsourced vendors and operates a contact center supporting more than 22,000 student trips across over 1,000 routes for schools across the country. Our team is committed to: - Working shoulder-to-shoulder with our clients as a mission-aligned and trusted partner - Building user-centered products to create lasting impact for districts and students - Valuing diversity of perspectives and experiences - Care for every detail and outcome - Highest standards of service and safety - Constant learning and improvement POSITION OVERVIEW 4MATIV is a rapidly growing company with an expanding portfolio of district services clients. These partnerships extend beyond consulting engagements to include ongoing operational support, technology deployment, analytics, and managed services across multiple functional areas. The Vice President of District Services is a senior executive responsible for leading implementation-oriented client partnerships that combine critical relationship management, operational support, analytics, technology deployment, and managed services. This role ensures that as district engagements evolve, 4MATIV’s services remain coordinated, coherent, and aligned to district priorities and long-term goals This role requires a leader who can operate credibly with Superintendents, COOs, and Department Directors while also driving execution across cross-functional internal teams and within complex district environments. The VP of District Services will act as a stand-in for the CEO and senior leadership in client-facing settings, while ensuring that 4MATIV’s full suite of services—consulting, analytics, technology, and managed operations—are delivered in an integrated, high-quality, and scalable manner. This individual will report directly to the CEO and play a central role in retaining and expanding existing district partnerships, support the expansion of engagements from advisement into implementation with ongoing district services, ensuring continuity of strategy and client partnership, and supporting the continued growth of 4MATIV’s district services portfolio. This role also operates in close partnership with 4MATIV’s VP of Consulting, with shared accountability for long-term client success, account growth, and the integration of advisory and implementation services. LOCATION - Flexible / Remote with ravel up to once per month for a 1-2 day client site visit, with potential for increased travel during major implementation phases RESPONSIBILITIES Client Leadership & Relationship Management - Serve as the primary executive relationship owner for designated district services clients, including direct engagement with Superintendents, COOs, and senior transportation leaders - Build and maintain deep trust with client leadership through consistent delivery, strategic insight, and proactive communication - Act as a credible thought partner to district leaders, bringing expertise in how school systems operate, make decisions, and manage budgets and procurement processes - Represent 4MATIV in high-stakes client settings, serving as a stand-in for the CEO or Chief of Client Services as needed - Anticipate client needs and risks, ensuring alignment between district priorities and 4MATIV service delivery Service Delivery & Cross-Functional Leadership - Ensure seamless execution across 4MATIV’s full suite of services, including routing, vendor management, contact center operations, analytics, consulting, and technology deployment - Define and own the overall implementation strategy and operating plan, including scope, sequencing, and how services are integrated within district systems - Marshal and coordinate cross-functional teams across Analytics, Routing, Product, Consulting, Operations, Vendor Management, and Contact Center functions - Ensure all workstreams are aligned, well-scoped, and executed to a high standard of quality, timeliness, and accountability, working alongside internal teams to translate plans into operational reality  - Establish clear internal ownership and accountability across 4MATIV teams  while aligning with district stakeholders who retain ownership of adjacent functions - Establish clear success metrics and KPIs across workstreams and monitor performance against targets,  ensuring client expectations and contractual commitments are met or exceeded Strategic Integration of Services & Technology - Develop a deep understanding of 4MATIV’s platform (TOMS), tools, and service offerings, and how they integrate with district systems such as student information systems and routing platforms (e.g., EZ Routing) - Ensure that 4MATIV’s technology, analytics, and operational services are deployed in a coordinated and mutually reinforcing way - Identify opportunities to enhance service delivery through better integration of systems, workflows, and data - Support the implementation and scaling of dashboards, reporting tools, and performance management systems across district clients - Translate emerging district challenges into practical service strategies that align operational realities, district priorities, and 4MATIV capabilities. Account Growth, Retention & Business Development - Ensure high-quality delivery and relationship strength that position 4MATIV for contract renewal and long-term partnership - Identify and pursue opportunities to expand services within existing district clients, increasing scope and impact - Partner with the CEO, Chief of Client Services and VP of Consulting to shape integrated client partnerships that combine advisory, implementation, and managed services as district needs evolve - Lead and contribute to new business development efforts by engaging with prospective district clients and shaping proposals, presentations, and solution design - Help shape 4MATIV’s go-to-market approach for district services, including positioning, packaging, and pricing of offerings Practice Development & Organizational Leadership - Help districts strengthen operating disciplines by introducing clear service expectations, performance routines, and accountability structures that endure beyond immediate implementation - Contribute to the development of scalable systems, playbooks, and operating models for district services delivery - Identify and elevate best practices across accounts to improve consistency, efficiency, and impact - Support the development of internal talent by mentoring team members and strengthening cross-functional collaboration - Provide feedback to product, analytics, and operations teams to inform continuous improvement of 4MATIV’s offerings - Help define the long-term structure and growth strategy of 4MATIV’s district services practice

• Develop Advanced SAS and/or SQL code, visual basic macros or other query tools for remediation • Support remediation projects partnering with FRCs and cross-functional teams, understand business requirements and ask probing questions to uncover as many requirements as possible, develop analytics solutions to identify impacted population and harm • Timely escalation to manager if roadblocks are encountered • Work with manager and leadership to resolve roadblocks for their project • Minimize defects by utilizing standard code sets and waterfalls where available, ensuring all certification and validation requirements are completed prior to submission • Ensure defects found are corrected timely and prevented going forward • Support audits via documentation of code and analytic outcomes and as extraction of data • Ensure quality of deliverables by implementing controls to ensure accuracy • Work on a number of different projects simultaneously, of varying complexity and length • Establishing priorities and coordinating work • Analyze remediation analytic processes and technology and present recommendations for improvement • Support Best-in-class analytic solutions/algorithms • Provide insight and support in various initiatives/projects • Share critical experiences and best practices across the Remediation COE • Provide updates on project progression and escalate challenges and roadblocks timely • Perform other duties and/or special projects as assigned