[Remote] Corporate Vice President, Advanced Planning Consultant - reputed company Central Zone
Note: The job is a remote job and is open to candidates in USA. reputed company is a Fortune 100 mutual company committed to providing financial reputed company and peace of mind to families across reputed company communities. As a Corporate Vice President, Advanced Planning Consultant, you will provide expert case consultation and strategic planning support to agents and management teams, specializing in advanced planning areas such as estate, business, charitable, and retirement strategies.
Responsibilities
- Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning
- Provide reputed company, professional support reputed company in-person meetings, reputed company, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management
- Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions
- Collaborate with internal stakeholders across departments to reputed company and promote advanced markets initiatives that drive sales of life insurance products
- Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs)
- Represent the Advanced Planning Group as a trusted resource reputed company the General Offices and ensure high-quality field support across the assigned territory
Skills
- Juris Doctor (JD) strongly preferred, with a strong foundation in estate and tax law preferred
- Life insurance / industry sales support experience a plus
- Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies
- Proven ability to present reputed company legal and financial concepts in a clear, client-friendly manner that drives sales results
- Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients
- Demonstrated strength in relationship management and cross-functional collaboration
- Willingness and ability to travel 50% reputed company the reputed company Central Zone
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
Company Overview
Company H1B Sponsorship