Senior Vice President of Advanced Planning Solutions

2 weeks ago


Washington, United States CLevelCrossing Full time
Position Overview
As a Senior Vice President of Advanced Planning Solutions, you will play a pivotal role in supporting agents and management teams by delivering tailored case consultation and design services. Your expertise will be essential in identifying and implementing various strategies related to estate, charitable, business, and retirement planning, all while enhancing the sales of our financial products.

Key Responsibilities
1. Provide comprehensive telephone support to agents, sales development managers, and other personnel, addressing the technical, legal, and tax aspects of advanced planning tools and techniques.
2. Collaborate with various divisions to develop and promote initiatives aimed at enhancing the sale and marketing of our financial products.
3. Create marketing, sales, and educational materials for agents, clients, and their advisors, focusing on advanced market applications including estate and business planning strategies.

Qualifications
- Juris Doctor (JD) degree and experience in the life insurance sector, with Series 6 or 7 and 63 licenses required.
- A minimum of 5 years of experience in sales support, particularly in closing complex life insurance cases.
- Strong knowledge of advanced markets, particularly in estate, retirement, and business planning.
- Excellent communication skills, capable of simplifying complex topics for clients and advisors.
- Proven ability to manage relationships effectively with agents and management across various functions.

Travel Requirements
Extensive travel will be necessary for this role.

Company Commitment
Recognized for our dedication to community improvement and employee engagement, we invite you to bring your expertise to our organization, enabling us to continue supporting families and businesses in achieving their financial goals.

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