Advanced Markets Consultant
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Job Summary
Supporting financial advisors and internal sales teams, the full-time Advanced Markets Consultant will provide technical expertise in sophisticated planning strategies for high-net-worth individuals and business owners while working remotely.
Key responsibilities
- Provide case consultation and technical guidance for advanced planning scenarios
- Create and maintain advanced markets marketing materials and planning resources
- Partner with cross-functional teams to develop and illustrate advanced planning concepts
Required qualifications
- High school diploma required; college degree or related work experience preferred
- 5-8 years of Advanced Markets experience in the Life Insurance industry
- Extensive knowledge of wealth transfer strategies and complex client planning
- Understanding of illustration concept development and marketing materials generation
- Strong background in project ownership and cross-functional collaboration
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