Senior Vice President of Advanced Planning Solutions

2 weeks ago


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

Location:
Remote

Company Overview:
CLevelCrossing is a firm that prioritizes professional growth, teamwork, innovation, and diversity. We are dedicated to fostering an environment where employees take pride in being part of a company that adheres to ethical practices.

At CLevelCrossing, you will have the chance to advance your career while enhancing your personal and professional skills through a variety of resources and initiatives. Our organization values the importance of both virtual and face-to-face interactions in cultivating our company culture.

Our primary distribution network comprises a robust sales force, which is essential to our operations across various regions.


Role Summary:

In this role, you will provide essential support to agents, management teams, and consultants by offering personalized case consultations and design services. Your expertise will help identify and implement diverse strategies related to estate, charitable, business, and retirement planning, all while facilitating the sales of our products.

You will also deliver telephone support to agents and management personnel who require assistance with the intricate legal and tax dimensions of advanced planning tools and methodologies.

Collaborating with other divisions, you will contribute to the development and promotion of advanced market initiatives aimed at enhancing the marketing and sales of our insurance products.

Additionally, you will create marketing, sales, and educational resources for agents, clients, and their advisors, focusing on advanced market life insurance applications and strategic planning.


Required Qualifications:
- Juris Doctor (JD) degree and experience in Life Insurance, with series 6 or 7 and 63 licenses required.
- A minimum of 5 years of experience in sales support, specifically in assisting agents with complex Life Insurance cases.
- In-depth knowledge and experience in Advanced Markets, particularly in estate, retirement, and business planning.
- Exceptional communication skills, with the ability to convey complex topics in a clear and understandable manner to clients and advisors.
- Strong organizational abilities and a professional communication style.

- Proven relationship management skills, with the capacity to work effectively with agents, management, and cross-functional teams.

Frequent travel will be a requirement of this position.

CLevelCrossing is recognized for its commitment to enhancing local communities through employee engagement and volunteer efforts. We are proud to operate in the best interests of our stakeholders.



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