Responsible for delivering advanced sales case design for the distribution team, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools, and reference materials. Update, develop, and deliver Advanced Markets promotional design, educational materials, and programs.

• Associate's Degree in Business, Accounting, or Marketing preferred. Equivalent work experience required.
• Minimum 4 years of experience in life marketing with additional background in other life insurance areas preferred. (Preferred)
• Prior knowledge of planning software. (Preferred)
• Highly-developed communication skills, written and verbal, with the ability to deliver cleear presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing.
• The ability to explain complex ideas and intricate details clearly and effectively by adapting to audenience needs.
• Proven ability to interact with associates and senior mangement 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.
• Self-motivated with the ability to work independently and effectively under deadline pressures.
• Results oriented, team player with high sense of accountability.
• Enrollment in advanced designation programs such as CLU, ChFC, or CFP required within 9 months of hire; may also possess a professional license such as a CPA license, Law license, or advanced degree such as an MBA or Juris Doctorate.
• Series 6 and 63 licenses.
• State Life Insurance license.

Work Setting/Position Demands:

• Works in an office setting and remains 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 the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• 10% travel - Quarterly Regional sales support