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Advanced Markets Consultant

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Location: Remote
Compensation: Salary
Reviewed: Wed, Nov 11, 2026
This job expires in: 30 days

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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