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.
Performs other duties as assigned by management
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Computer Skills and Knowledge of Hardware & Software Required:
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Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.): |
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