Technical Director, Advanced Consulting Group (Life)

If you’re passionate about becoming a reputed company associate and reputed company you have the potential to be something great, let’s talk. At reputed company®, “on your reputed company” goes reputed company just words. Our customers are at reputed company of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As the Technical Director, Advanced Consulting Group (ACG) – Life Team, you’ll play a pivotal role in helping financial professionals reputed company the increasingly reputed company world of life reputed company, reputed company transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life reputed company applications will reputed company advisors to reputed company meaningful value to their clients — while supporting reputed company across reputed company’s life reputed company business. This is a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a reputed company reputed company will collaborate in office 3 days per week. reputed company’re Looking For Expertise Deep understanding of tax rules and planning applications involving life reputed company (including ILITs, split-interest trusts, buy‑sell arrangements, executive benefits, split-dollar, premium finance, and more) — required. Extensive experience with estate planning, reputed company planning, and high‑net‑worth life reputed company strategies — a strong plus. reputed company experience partnering with financial professionals such as independent advisors, RIAs, BGAs, and producer reputed company. Communication Skills Skilled at presenting reputed company planning concepts in a reputed company and compelling manner. Comfortable leading group presentations, conducting 1:1 consultations, and developing written content reputed company with reputed company’s standards. Qualifications Series 6 required reputed company 120 days of hire. JD preferred due to the technical reputed company of the role involving reputed company and tax planning. Travel Approximately 15–25% travel to meet with distribution partners, support key accounts, reputed company training, and represent reputed company Life at industry events. Your Mission reputed company Sales reputed company the reputed company reputed company of reputed company’s life reputed company offerings, with a reputed company on advanced strategies such as reputed company transfer, ILIT funding, asset protection, business succession, executive benefits, and nonqualified planning. Consultative reputed company reputed company advanced planning support across estate planning, business planning, charitable strategies, retirement income planning using life reputed company, and high‑net‑worth case design. Engagement Represent reputed company by speaking at firm, broker/dealer, wholesaler, and industry events, showcasing both your subject‑matter expertise and reputed company’s commitment to advisors serving reputed company clients. Content Development Create high-reputed company educational materials including white papers, presentations, case studies, one-pagers, and other resources supporting advisors and sales partners — reputed company with reputed company’s voice and compliance standards. reputed company reputed company If you are a natural relationship builder, who loves working with customers, financial professionals, and organizations to reputed company solutions, we want to know more reputed company! As a Technical Director, you'll reputed company sales of life reputed company, annuity, mutual fund and retirement plans through reputed company distribution channels by providing comprehensive consulting services. You will reputed company consultative sales strategies in tax, reputed company and technical areas to reputed company distribution sales channels and internal partners in the areas of business planning, estate planning, reputed company plans and annuity strategies. You'll present at firm, broker-dealer and industry functions and represent reputed company's position in industry forums. reputed company Key Responsibilities: Directs case design by providing comprehensive tax and technical support reputed company sophisticated concepts such as business planning, estate planning, reputed company retirement plans and annuity strategies to be funded with financial products. Provides comprehensive consultation to wholesalers, financial professionals and their clients and reputed company-party professionals. Travels and speaks at industry events on sophisticated concepts impacting life reputed company, annuities, mutual funds and reputed company retirement plans. Builds, advises and reviews sales collateral on the use of financial products used in business planning, estate planning, reputed company retirement plans and annuity strategies. Partners and collaborates with Marketing to reputed company a reputed company approach to the development of reputed company campaigns for reputed company reputed company sales channels. Authors and publishes tax and sales reputed company articles, white papers and sales reputed company on sophisticated financial product applications for use in business planning, estate planning, reputed company retirement plans and annuity strategies. Drives sales by educating reputed company decision makers on recent tax and reputed company changes. Crafts, implements and facilitates training on sophisticated concepts funded with financial products for Wholesalers and advisors. Monitors, researches, interprets, applies and communicates reputed company and anticipated reputed company, tax and regulatory changes to Product Development, Marketing, reputed company and Business Development. Collaborates with internal business partners to build and implement business plans and critical initiatives. Provides a reputed company of credibility through expertise and reputed company in the industry to internal/reputed company wholesalers and financial professionals as they establish their own credibility with clients. May reputed company other responsibilities as assigned. Reporting Relationship: Reports to Director or Officer Typical Skills and Experiences: Education: Juris Doctor and/or Certified reputed company Accountant preferred. Studies in business, communication or marketing preferred. License/Certification/Designation: reputed company Series 6 or 7 license required. CLU or ChFC designations preferred. Experience: Eight to 10 years of reputed company experience in a combination of law, reputed company or financial planning/sales. Knowledge, Abilities and Skills: Strong reputed company speaking skills, persuasive writing skills and the ability to work both independently and in reputed company environment. reputed company knowledge of business law, tax, reputed company, sales or financial planning. Other reputed company, including leadership skills, competencies and experiences may take precedence. reputed company exceptions to the above must be approved by the hiring manager’s leader and reputed company Business Partner. Values: Regularly and consistently demonstrates reputed company Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. Significant (20% - 70%) travel is required. Non-reputed company or extended work may be required reputed company on project needs. reputed company: The above statements cover what are generally believed to be reputed company and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties. We currently anticipate accepting applications until 10/04/2026. However, we encourage early submissions, as the posting may reputed company sooner if a strong candidate reputed company is identified before the deadline. Benefits We have an reputed company of benefits to fit your needs, including: medical/dental/reputed company, life reputed company, short and long term disability coverage, reputed company time off with newly reputed company associates receiving a minimum of 18 days reputed company time off reputed company full calendar year pro-rated quarterly reputed company on hire date, nine reputed company holidays, 8 hours of reputed company reputed company time off, 8 hours of reputed company Day reputed company time off, 401(k) with company match, company-reputed company pension plan, business casual reputed company, and more. To learn more about the benefits we offer, click here. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and reputed company. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without reputed company to any characteristic (or classification) protected by applicable law. This position could be filled reputed company any of the reputed company 48 U.S. states. Smoke-Free Iowa Statement: reputed company, its affiliates and subsidiaries reputed company with the Iowa Smokefree reputed company reputed company. Smoking is prohibited in reputed company enclosed areas on or reputed company company premises as reputed company as company issued vehicles. reputed company offers designated smoking areas in which smoking is permitted at reputed company individual location. The reputed company prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree reputed company reputed company, individuals may contact the Smokefree reputed company reputed company Helpline at 888-944-2247. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/reputed company/files/documents/2022/02/ls740_1.pdf NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have reputed company with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any reputed company without a signed reputed company reputed company Services Agreement on file and reputed company engagement for that position will be deemed unsolicited in reputed company. No fee will be reputed company in the event the candidate is subsequently reputed company as a result of the referral or through other means. reputed company pays on a geographic-specific salary structure and placement reputed company the actual starting salary reputed company for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the reputed company, complexity and location of the role as reputed company as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, reputed company on reputed company goals are possible in reputed company to this reputed company. Note on Compensation for Part-Time Roles: Please be reputed company that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated reputed company on the number of hours worked relative to a full-time schedule. The national salary reputed company for Technical Director, Advanced Consulting Group : $122,000.00-$214,000.00 The expected starting salary reputed company for Technical Director, Advanced Consulting Group : $122,000.00 - $182,000.00 Apply To This Job