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Senior Vice President of Advanced Planning

2 months ago

Washington, United States CLevelCrossing Full time
Position Title:
Vice President of Advanced Planning Consulting

Location:
Remote/Hybrid

Company Overview:
At CLevelCrossing, we prioritize the growth and development of our employees, fostering an environment that encourages collaboration, innovation, and inclusivity. We believe in empowering our team members to take pride in their contributions to a company dedicated to ethical practices and community engagement.

Role Summary:
The Vice President of Advanced Planning Consulting will play a pivotal role in supporting agents and management teams by offering tailored case consultations and strategic design services. This position is essential in identifying and implementing a variety of planning concepts and strategies that align with our company's offerings.

Key Responsibilities:
1. Provide personalized support to agents and management, assisting with the technical, legal, and tax dimensions of advanced planning tools.
2. Collaborate with various divisions to develop and promote innovative market initiatives for our insurance products.
3. Create comprehensive marketing and educational materials aimed at agents, clients, and their advisors, focusing on advanced market applications and planning strategies.

Qualifications:
- Juris Doctor (JD) degree with experience in Life Insurance.
- Required licenses: Series 6 or 7 and 63.
- Minimum of 5 years of experience in sales support, particularly in complex Life Insurance cases.
- In-depth knowledge of Advanced Markets, including estate, retirement, and business planning.
- Exceptional communication skills, with the ability to present complex information clearly to clients and agents.
- Strong organizational and relationship management skills, with a proven ability to work collaboratively across teams.

CLevelCrossing is recognized for its commitment to community service and employee engagement. We operate with a focus on the best interests of our stakeholders and invite talented individuals to contribute to our mission of helping families and businesses thrive.