AVP-Advanced Solutions
Core
Provide planning, direction, and specialized expertise (tax, legal, accounting) for complex estate, business, executive benefit, and personal planning cases; draft marketing materials and design instructional content for producers and advisors.
Role type
Senior Individual Contributor (Advanced Solutions Lead)
Builds
Marketing materials, instructional courses, and strategic solutions for estate and business planning products
Domain
Financial Services / Estate & Business Planning
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Estate planning, business insurance, qualified plans, tax law, legal matters, accounting expertise, sales process understanding, strategic planning, staff management
Preferred skills
None explicitly stated as preferred (all listed are required)
Technologies
None explicitly stated
Responsibilities
Provide expertise and recommendations to producers and professional advisors on complex planning cases; Draft and design marketing and instructional materials; Direct activities and participate in strategic planning for the advanced solutions area; Manage and motivate staff; Provide point-of-sale assistance on large cases
Seniority
Senior, hands-on IC with leadership responsibilities