Summary of Responsibilities:

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.

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Summary of Responsibilities:

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.

Selection Criteria:

• Proven significant knowledge of advanced planning techniques, tax laws, business/estate-related legal documents and life insurance produces, features and application.
• Demonstrated advanced annuity and life insurance selling experience or advanced markets advisor or consultant experience.
• 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.

Educational Requirements:

• Juris Doctorate or an advanced degree with either a CFP, ChFC, or CLU designation required.

Work Setting:

• This position works in an office setting and remains continuously 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 visual acuity to read a variety of correspondence, reports and forms and to prepare and analyze data in an accurate, neat and thorough manner.

Computer Skills and Knowledge of Hardware & Software Required:

• Working knowledge of software applications and technology.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

• CFP, CLU, or ChFC or commensurate industry experience.
• Series 6 and 63 license, or obtain within 9 months of hire.
• State insurance license, or obtain within 9 months of hire.

Position Demands:

• Extended hours required during peak workloads or special projects.
• Travel requirement – 10%.