Job Description
Overview Provides advanced markets sales and technical support to all Enterprise distribution channels with primary responsibility for the Integrity Companies. Includes complex tax and legal strategies related to creative and unique case design with Enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.
Responsibilities What you will do: - Develops a professional working relationship with Integrity group, Agency and CL channel management and producers targeting advanced annuity and life insurance marketing and planning techniques.
- Develops proficiency with Integrity group products, services and markets.
- Contacts proactively Integrity group producers and wholesalers to provide advanced marketing sales support.
- Assists, supports and accompanies Integrity group wholesalers and Regional Marketing Directors on advanced sales meetings to provide effective technical sales support and case management and to successfully generate sales revenues.
- Consults on complex questions about annuities and life insurance topics, tax law issues, trusts, legal documents, concepts and theories and advanced market planning tools, techniques and issues.
- Interacts with Integrity group producers and their clients' legal and tax representatives by mail, email, telephone and conference calls and any other means regarding advanced planning techniques and products to support sales.
- Develops in concert with Integrity group marketing department advanced conceptual selling strategies, ideas and materials, which promote the sale of Integrity group products in the advanced markets.
- Conducts advanced market training for Enterprise distribution through WebEx, field seminars and conference workshops.
- Monitors changes in advanced planning concepts, tax law and regulations. Communicates impact of changes with the Advanced Marketing Department to Integrity group distribution and management.
- Communicates and recommends potential growth opportunities for sales of Company products in the affluent market. Provides feedback on Integrity group products and services from producers.
- Manages expenses prudently within budgeted allowances.
- Provides regular reports to management summarizing status of contact activities and pending, submitted and paid cases as a result of field case consultation.
- Performs other duties as assigned
- Complies with all policies and standards
Qualifications - Juris Doctorate degree or CPA required.
- Demonstrated advanced annuity and life insurance selling experience or advanced markets advisor or consultant experience required.
- Proven significant knowledge of advanced planning techniques, tax laws, business/estate-related legal documents and life insurance produces, features and application.
- Proven research and analytical skills reviewing legal documents and developing advanced markets case designs.
- Demonstrated interpersonal skills in working with producers, clients, advisors and associates to achieve results.
- Proven oral and written communication skills, including platform and sales presentation skills. Provide examples of successfully delivering complex advanced marketing concepts through oral, written, platform and sales presentation mediums.
- Working knowledge of software applications and technology
- Certified Financial Planner-CFP Board and Certified Club Manager (CCM)-CMAA-CLU required upon hire, or ChFC or commensurate industry experience upon hire, plus Series 6 and 63 license and state insurance license required within 9 months of hire.
Work Setting/Position Demands: - Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
Travel Requirements:
Job Tags
Work at office,