Employer Industry: Financial Services and Insurance

Why consider this job opportunity:
- Salary up to $182,500
- Eligible for annual discretionary bonuses based on performance
- Comprehensive benefits package including leave programs, adoption assistance, and student loan repayment programs
- Opportunity for career advancement within a company recognized as one of Fortune’s World’s Most Admired Companies
- Supportive work environment that values diversity, equity, and inclusion
- Fully remote work flexibility

What to Expect (Job Responsibilities):
- Provide personalized case consultations and case design services to agents, aligning strategies with clients' goals
- Design customized estate and business planning cases to address client planning needs
- Present advanced planning concepts in webinars and agent study groups, serving as a subject matter expert
- Develop new content for the advanced planning library and collaborate with peers on case design
- Lead initiatives related to changing laws and new company products, fostering collaboration across the organization

What is Required (Qualifications):
- Minimum of 5-10 years of experience in advanced market planning
- Juris Doctor degree required
- Proven experience presenting complex advanced planning techniques to clients and advisors
- Detailed knowledge of life insurance products and their application in high-net-worth planning
- Ability to work independently with minimal guidance from management

How to Stand Out (Preferred Qualifications):
- Experience integrating financial planning concepts with estate and business planning strategies for high-net-worth clients
- Familiarity with life insurance taxation and funding mechanisms such as split dollar and premium financing

#FinancialServices #Insurance #CareerGrowth #RemoteWork #DiversityAndInclusion

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