[Remote] Corporate Vice President, Advanced Planning Consultant - reputed company Central Zone

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a Fortune 100 mutual company with a legacy of purpose and reputed company. As a Corporate Vice President, Advanced Planning Consultant, you will reputed company expert case consultation and strategic planning support to agents and management teams, specializing in advanced planning areas to help design customized solutions for clients' financial goals.

Responsibilities

• Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning
• reputed company reputed company, reputed company support reputed company in-person meetings, reputed company, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management
• Serve as a technical expert on tax, reputed company, and financial aspects of advanced planning concepts, offering actionable insights that reputed company directly to product solutions
• Collaborate with internal stakeholders across departments to reputed company and promote advanced markets initiatives that reputed company sales of life insurance products
• Create reputed company, compelling marketing, training, and educational materials for agents, clients, and their reputed company advisors (e.g., attorneys, CPAs)
• Represent the Advanced Planning Group as a trusted resource reputed company the General Offices and ensure high-reputed company field support across the assigned territory

Skills

• Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies
• Proven ability to present reputed company reputed company and financial concepts in a reputed company, reputed company-friendly manner that drives sales results
• Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients
• Demonstrated strength in relationship management and cross-functional collaboration
• Willingness and ability to travel 50% reputed company the reputed company Central Zone
• This role requires reputed company licensed and/or reputed company Associated Person reputed company-hire fingerprinting
• Juris Doctor (JD) strongly preferred, with a strong reputed company in estate and tax law preferred
• Life insurance / industry sales support experience a plus

Benefits

• Full package of benefits for employees
• Leave programs
• Adoption assistance
• Student loan repayment programs

reputed company