Advanced Case Design Consultant
Location: Remote
Compensation: Salary
Reviewed: Wed, Mar 12, 2025
This job expires in: 25 days
Job Summary
A company is looking for an Advanced Case Design Consultant.
Key Responsibilities
- Create and revise marketing materials and client presentations for non-qualified deferred compensation sales
- Provide case consulting and training to advisors and clients on complex non-qualified deferred compensation plans
- Develop financial models and complete documentation of materials and illustrations
Required Qualifications
- 5 or more years of experience in advanced case design and taxation of insurance
- Expertise in Advanced Markets concepts, such as business and estate planning
- Working knowledge of non-qualified deferred compensation and related plans
- Bachelor's Degree
- High level of accuracy in financial data entry and evaluation
COMPLETE JOB DESCRIPTION
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