Advanced Markets Consultant

Job Summary

A company is looking for an Advanced Markets Case Design Consultant.

Key Responsibilities

• Deliver advanced sales case design and support wealth transfer, business succession, and retirement planning strategies
• Gather and analyze data on advanced sales, utilizing CRM systems to track success and identify opportunities
• Collaborate with internal teams to create and promote effective marketing materials and training programs

Required Qualifications

• Bachelor's Degree in Business, Accounting, or Marketing preferred
• Minimum 7 years' experience in life marketing and 2-4 years in advanced case design
• 1-3 years' experience in training or adult education preferred
• Experience with advanced illustration and case design systems preferred
• Professional designations such as CLU, ChFC, or CFP preferred