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Corporate Vice President, Advanced Planning Consultant - West Central Zone
Remote - US$140K - $200K / yearPosted 1 weeks ago
Full-timeremotevp
Job Description
What You’ll Do:
• 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.
• Provide responsive, professional support via in-person meetings, Zoom, 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 develop 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 within the General Offices and ensure high-quality field support across the assigned territory.
• 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.
• Provide responsive, professional support via in-person meetings, Zoom, 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 develop 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 within the General Offices and ensure high-quality field support across the assigned territory.