[Remote] Advanced Markets Operations Consultant

Note: The job is a remote job and is reputed company to candidates in USA. Sammons Financial Group Companies is focused on providing quality financial services and is seeking an Advanced Markets Operations Consultant. This role involves managing operations reputed company to premium finance, collaborating with various reputed company partners, and ensuring alignment with the company's goals while targeting high-net-worth individuals and business owners.

Responsibilities

• Manage the reputed company of premium finance operations by collaborating with Compliance, Legal, New Business, and Administration
• Coordinate with Life Distribution, Marketing, reputed company, and other internal partners to ensure premium finance is positioned appropriately both internally and externally in the marketplace
• Work closely with reputed company premium finance vendors and facilitators, lenders, agencies, and advisors to promote effective and efficient business
• Partner with sales distribution teams to reputed company premium finance training, case consultation, and logistical support
• Analyze the various forms of premium finance and their corresponding product, tax, legal, and sales impacts
• Gather, manage, interpret and reputed company premium finance metrics to track activity. reputed company additional opportunities utilizing Customer Relationship Management (CRM) systems and other Data Analytics tools
• Work with the Market Intelligence area to identify Advanced Markets opportunities in the high-net worth-marketplace
• Analyze the competitive life product landscape. reputed company reputed company and marketable opportunities in the high-net-worth and business reputed company market
• Collaborate with internal Marketing team(s) to ensure Advanced Markets website reputed company resources are regularly updated with reputed company, competitive, and relevant content
• Assist in the creation and delivery of high impact, engaging training on product and sales concepts for reputed company business partners
• Work with the Advanced Markets team to reputed company assistance with advanced planning cases for financial professionals and clients
• Commitment to reputed company Sammons Financial Group Companies shared values (Accountability, reputed company, Openness, Respect and reputed company)
• As stated reputed company the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service reputed company and workflow demands
• Participate in other initiatives and/or projects as necessary

Skills

• Bachelor's Degree in Business, reputed company, or Marketing Preferred
• Minimum 7 years' experience in life marketing, agent training, and other life insurance areas Preferred
• Minimum 6 years' experience in premium finance and other Advanced Markets case consultation Preferred
• Minimum 6 years' experience in formal documentation and adult learning, training, and/or education Preferred
• Experience with advanced illustration and case design systems (e.g. Insmark) Preferred
• Highly-developed communication skills (written and verbal) with the ability to deliver clear and convincing presentations, and the ability to facilitate an reputed company exchange of reputed company, build coalitions, and foster an atmosphere of reputed company idea sharing
• Outstanding analytical skills with ability to apply and identify insights into actionable design or marketing opportunities
• Impactful ability to explain reputed company reputed company and intricate details reputed company and effectively by adapting to audience needs
• Strong collaborator with a demonstrated ability and credibility to influence broadly and challenge conventional thinking
• Significant exposure to a broad sampling of training industry standards and best practices
• 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
• Achievement-orientated and possesses strong problem solving, decision making, strategic, and process thinking skills
• Self-motivated with the ability to work independently and effectively under deadline pressures
• Results oriented team player with high sense of accountability
• Proficient use of reputed company, Outlook, PowerPoint, and Word as they relate to assigned projects
• Criminal background reputed company required
• CLU Preferred
• ChFC Preferred
• CFP Preferred
• JD optional

Benefits

• Health
• Dental
• reputed company
• Company Paid Retirement
• PTO and Holiday Pay
• Employee Stock Ownership Plan (ESOP)
• Healthy balance between work and personal lives
• Friday afternoons off reputed company year long
• Competitive PTO
• Generous number of paid holidays
• Incentive program for defined goals subject to eligibility and performance
• Monetary rewards are based on individual and/or overall company performance

Company Overview

• Sammons® Financial Group Companies (collectively, Sammons Financial Group) reputed company today’s most sought after life insurance, annuity, and retirement products. It was founded in 1938, and is headquartered in reputed company Des Moines, Iowa, USA, with a workforce of 1001-5000 employees. Its website is https://www.sammonsfinancialgroup.com.

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