Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession and retirement planning sales strategies. Maintain Advanced Markets case design tools, reference materials, update, develop as well as deliver Advanced Markets promotional design, educational materials and programs.
Responsibilities
What you will do:
Provide high-end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case
Proactively gather data on advanced sales to track success utilizing Salesforce (CRM) system and other internal systems. Compile data in a visual format for producers and sales force to identify future opportunities
Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated
Collaborate with Distribution and Marketing teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels
Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners
Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions and in-person meetings with our distribution partners
Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers; and provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts and advanced illustration techniques or support
Performs other duties as assigned
Complies with all policies and standards
Qualifications
Bachelor's Degree Business, Accounting or Marketing (Preferred)
10+ years Experience in life marketing with additional background in other life insurance areas (Preferred)
7-9 years Case design creation and consultation (Required)
Experience with advanced illustration and case design systems (e.g. InsMark Illustration System and Kugler Estate Analyzer) (Preferred)
Highly-developed communication skills, written and verbal, with the ability to deliver clear presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing.
Impactful ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs.
Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking.
Proven ability to interact with associates and senior management in a cross-functional environment, using tact and good judgement.
Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction.
Self-motivated with the ability to work independently and effectively under deadline pressures.
Results oriented, team player with high sense of accountability.
EEP/Salesforce
Working Knowledge of illustration and case design systems (e.g. InsMark Illustration System and Kugler Estate Analyzer)
Proficient use of Excel, Outlook, PowerPoint and Word
Advanced designations such as CLU or obtain within 9 months of hire (Required)
Advanced designations such as ChFC or obtain within 9 months of hire (Required)
Certified Financial Planner-CFP Board or obtain within 9 months of hire (Required)
Series 6 and 63 license, or obtain within 9 months of hire (Required)
State insurance license, or obtain within 9 months of hire (Required)
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.