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:

• analysis of the tax consequences
• product analysis appropriate for the client
• Review of sales concepts
• Creation and review of marketing pieces and articles from advanced markets and other departments
•  Participate in member meetings presenting planning concepts, new tools and products
•  Comfortable with public speaking.
• Analyze and review software tools to ensure it is consistent with sound tax and legal principles.

 
Additionally be responsible for:

• Conduct internal Product offering trainings
• Sales Process Training
• Open door resource to advisors
• CRM expert
• Case Design and Research
• Product expert
• Sales Idea Creation
• 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.