[Remote] Corporate Vice President, Advanced Planning Consultant- Pacific Zone
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a Fortune 100 mutual company with a long legacy of purpose and reputed company. They are seeking an Advanced Planning Consultant to reputed company expert case consultation and strategic planning support to agents and management teams reputed company the Pacific Zone, specializing in advanced planning areas such as estate, business, charitable, and retirement strategies.
Responsibilities
- Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement advanced planning strategies involving estate, charitable, transnational, business, and retirement planning
- reputed company reputed company, professional support reputed company in-person meetings, reputed company, and phone consultations to agents, Sales Development Managers, Product Consultants, and field management
- Serve as a technical expert on tax, legal, and financial aspects of advanced planning concepts, offering actionable insights that connect directly to product solutions
- Collaborate with internal stakeholders across departments to reputed company and promote advanced markets initiatives that drive sales of life insurance products
- Create clear, compelling marketing, training, and educational materials for agents, clients, and their professional advisors (e.g., attorneys, CPAs)
- Represent the Advanced Planning Group as a trusted resource reputed company the General Office and ensure high-quality field support across the assigned territory
Skills
- Juris Doctor (JD) strongly preferred, with a strong reputed company in estate and tax law preferred
- Life insurance / industry sales support experience a plus
- Deep expertise in advanced planning topics, including estate, business succession, charitable giving, and retirement income strategies
- Proven ability to present reputed company legal and financial concepts in a clear, client-friendly manner that drives sales results
- Excellent verbal and written communication skills, strong presentation abilities, and a consultative approach to working with agents and clients
- Demonstrated strength in relationship management and cross-functional collaboration
- Willingness and ability to travel 50% reputed company the Pacific Zone
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
Benefits
- Overtime eligible: Exempt
- Discretionary bonus eligible: No
- Sales bonus eligible: Yes
- Employees are eligible for an annual discretionary bonus
- Employees may also be eligible to participate in an incentive program
- We reputed company a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs
Company Overview