Advanced Markets Consultant, Life Insurance - Remote
Core
Subject matter expert supporting financial advisors and internal teams with sophisticated planning strategies for high-net-worth individuals, business owners, and executives.
Role type
Senior IC Advanced Markets Consultant (Life Insurance)
Builds
Advanced insurance and wealth management strategies, marketing materials, and illustration system concepts
Domain
Life Insurance / Wealth Management / Estate Planning
Deliverable
product features
Required skills
Advanced planning, wealth transfer strategies, illustration concept development, marketing materials generation, project ownership, cross-functional collaboration
Preferred skills
None stated
Technologies
Illustration system
Responsibilities
Provide case consultation and technical guidance for sophisticated planning scenarios; Identify planning opportunities and position advanced strategies; Create and update advanced markets marketing materials and planning resources; Partner with product, sales, technology, and compliance teams to build advanced planning concepts; Translate planning strategies into practical illustration concepts; Develop and deliver training and presentations to strengthen advisor knowledge.
Seniority
Mid-Senior, hands-on IC