AVP Advanced Markets - Western & Southern Financial Group

Provides advanced markets sales and technical support to all enterprise distribution channels with primary responsibility for the Integrity companies.  Includes complex tax and legal strategies related to creative and unique case design with enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.

• Develops a professional working relationship with Integrity group, Agency and Lafayette channel management and producers targeting advanced annuity and life insurance marketing and planning techniques.
• Develops proficiency with Integrity group products, services and markets.
• Contacts proactively Integrity group producers and wholesalers to provide advanced marketing sales support.
• Assists, supports and accompanies Integrity group wholesalers and regional marketing directors on advanced sales meetings to provide effective technical sales support and case management and to successfully generate sales revenues.
• Consults on complex questions about annuities and life insurance topics, tax law issues, trusts, legal documents, concepts and theories and advanced market planning tools, techniques and issues.
• Interacts with Integrity group producers and their clients’ legal and tax representatives by mail, email, telephone and conference calls and any other means regarding advanced planning techniques and products to support sales.
• Develops in concert with Integrity group marketing department advanced conceptual selling strategies, ideas and materials, which promote the sale of Integrity group products in the  advanced markets.
• Conducts advanced market training for enterprise distribution through WebEx, field seminars and conference workshops.
• Monitors changes in advanced planning concepts, tax law and regulations.  Communicates impact of changes with the Advanced Marketing Department to Integrity group distribution and management.
• Communicates and recommends potential growth opportunities for sales of company products in the affluent market.  Provides feedback on Integrity group products and services from producers.
• Manages expenses prudently within budgeted allowances.
• Provides regular reports to management summarizing status of contact activities and pending, submitted and paid cases as a result of field case consultation.
• Performs other duties as assigned by management.

Selection Criteria:

• Proven significant knowledge of advanced planning techniques, tax laws, business/estate-related legal documents and life insurance produces, features and application.
• Demonstrated advanced annuity and life insurance selling experience or advanced markets advisor or consultant experience.
• Proven research and analytical skills reviewing legal documents and developing advanced markets case designs.
• Demonstrated interpersonal skills in working with producers, clients, advisors and associates to achieve results.
• Proven oral and written communication skills, including platform and sales presentation skills.  Provide examples of successfully delivering complex advanced marketing concepts through oral, written, platform and sales presentation mediums.

Educational Requirements:

• Juris Doctorate or an advanced degree with either a   CFP, ChFC, or CLU designation required.

Work Setting:

• This position works in an office setting and remains continuously 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 visual acuity to read a variety of correspondence, reports and forms and to prepare and analyze data in an accurate, neat and thorough manner.

Computer Skills and Knowledge of Hardware & Software Required:

• Working knowledge of software applications and technology.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

• CFP, CLU, or ChFC or commensurate industry experience.
• Series 6 and 63 license, or obtain within 9 months of hire.
• State insurance license, or obtain within 9 months of hire.

Position Demands:

• Extended hours required during peak workloads or special projects.
• Travel requirement – 10%.