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 meet clients' specific needs
• Develop content for advanced planning presentations and conduct webinars for training purposes

Required Qualifications

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