Technical Director, Advanced Consulting Group (Life)
Core
Lead strategic growth of life insurance offerings and provide advanced tax, legal, and technical consulting to financial professionals on wealth transfer, estate planning, and business succession.
Role type
Senior IC technical director (life insurance consulting)
Builds
Sales strategies, educational content, and training programs for wholesalers and financial advisors
Domain
Insurance + Tax/Legal Planning
Deliverable
product features
Required skills
Life insurance tax rules, estate planning, business owner planning, high-net-worth strategies, financial product case design, industry event speaking, content development, regulatory interpretation
Preferred skills
Estate planning, business succession, charitable strategies, retirement income planning, complex case design
Technologies
ILITs, split-interest trusts, buy-sell arrangements, executive benefits, split-dollar, premium finance, qualified retirement plans, annuity strategies
Responsibilities
Direct case design for sophisticated financial concepts, consult with wholesalers and financial professionals, speak at industry events, create educational materials, facilitate training, monitor legal/tax changes, collaborate on business plans
Seniority
Senior, hands-on IC