Position: Under general supervision, provides case consultation with our financial professionals and other company department members in the advanced markets area. The consultation will include:
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analysis of the tax consequences
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product analysis appropriate for the client
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Review of sales concepts
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Creation and review of marketing pieces and articles from advanced markets and other departments
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Participate in member meetings presenting planning concepts, new tools and products
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Comfortable with public speaking.
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Analyze and review software tools to ensure it is consistent with sound tax and legal principles.
Additionally be responsible for:
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Conduct internal Product offering trainings
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Sales Process Training
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Open door resource to advisors
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CRM expert
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Case Design and Research
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Product expert
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Sales Idea Creation
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Customer facing when called upon
My client is the:
· #1 financial services company in the World
· A
Fortune Global 20 company overall
· A
Fortune Top 10 “Most Admired company”
· “A” ratings or better from Moody’s, Fitch, AM Best and Standard and Poor’s
·
ACE Award
·
Telly Award
· Publicly Traded
· Over 150 years old
Locations and Positions Currently Available:
Arizona - Scottsdale (#1 out 50 US locations)
Compensation:
Base Salary - $50,000 - $55,000
OTE $95,000 – $110,000
Uncapped earning potential
401k
Medical
Extensive training
Some travel required for Branch and company meetings.