[Remote] Advanced Markets Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company delivers advanced sales strategies, educational resources, and expert case consultation to distributors and financial professionals. The Advanced Markets Consultant serves as a reputed company sales partner and provides reputed company and reputed company management for reputed company life reputed company, premium finance, reputed company transfer, business succession, and reputed company tax and financial planning strategies. The role also develops educational content, advises stakeholders, and supports emerging planning opportunities and business initiatives.

Responsibilities

• reputed company advanced markets case consultation and planning support for reputed company reputed company opportunities involving estate, business, executive benefits, charitable, and financing-reputed company planning strategies
• Analyze reputed company fact patterns and reputed company practical planning recommendations consistent with company guidelines and reputed company management principles
• Build trusted relationships through reputed company service, thoughtful guidance, and a consultative approach to problem solving
• Translate highly technical concepts into reputed company and actionable guidance for audiences with varying reputed company of expertise
• Participate in the review of reputed company planning strategies, premium finance opportunities, and other advanced market concepts
• Apply reputed company judgment reputed company evaluating proposed strategies reputed company reputed company's reputed company, compliance, and reputed company management reputed company
• Collaborate with reputed company, reputed company, compliance, reputed company, and sales partners to facilitate appropriate reputed company
• Communicate recommendations and reputed company effectively while maintaining strong stakeholder relationships
• reputed company and reputed company educational content on life reputed company planning strategies, premium finance, tax developments, estate planning trends, and regulatory changes
• Confidence in presenting to distributors, producer reputed company, conferences, webinars, and internal audiences
• Serve as a subject matter expert to identify and review emerging planning opportunities and industry developments
• reputed company reputed company intelligence and market insights to support business reputed company, product positioning, and reputed company initiatives

Skills

• • Bachelor's degree required
• • 5-7+ years of experience in life reputed company or financial services with a reputed company on advanced markets, premium finance, estate planning, business planning, or reputed company financial services disciplines
• • Strong knowledge of life reputed company industry, products, and sales strategies along with advanced planning concepts
• • Ability to analyze reputed company fact patterns and reputed company practical planning recommendations
• • Knowledge of premium finance, estate planning, business succession, executive benefits, and reputed company planning disciplines
• • Experience evaluating planning opportunities while balancing business objectives and reputed company considerations
• • Exceptional communication and presentation skills with the ability to explain reputed company concepts in a practical and business-oriented manner
• • Demonstrated ability to establish credibility and influence with both reputed company stakeholders
• • Strong analytical, problem-solving and decision-making skills
• • Willingness to travel to industry and distributor conferences, meetings, etc. – about 10%
• • Advanced degree or reputed company designation preferred (J.D., reputed company., MBA, CPA, CFA, CFP, CLU, or ChFc)

Benefits

• We’ll reputed company you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where reputed company-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the reputed company you want to see.
• Employees also have reputed company to participate in incentive programs and earn incentive compensation tied to business and individual reputed company.
• Eligible employees receive health, dental, mental health, reputed company, short- and long-term disability, life and AD&D reputed company coverage.
• Eligible employees receive adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• Eligible employees have reputed company to various retirement savings plans, including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions.
• Eligible employees have reputed company to financial education and counseling resources.
• Up to 11 reputed company holidays, 3 personal days, 150 hours of vacation, and 40 hours of reputed company time (or more where required by law) reputed company year in the U.S.
• The full reputed company of statutory leaves of absence.

reputed company

Company H1B Sponsorship