FINRA Licensed Case Design Consultant

Job Summary

A company is looking for a CVP, Advanced Planning Group Case Design Consultant.

Key Responsibilities

• Collaborate with agents and management to provide personalized case consultations and design services
• Create customized estate and business planning cases that align with clients' needs and collaborate with the Case Development Team
• Present advanced planning concepts in webinars and develop new content for training and client use

Required Qualifications, Training, and Education

• Minimum of 5-10 years of experience in advanced market planning
• Juris Doctor degree required
• Experience presenting advanced planning techniques to advisors and clients
• Detailed knowledge of life insurance products and their application in high-net-worth planning
• Ability to work independently with minimal guidance