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Case Design, Advanced Planning, Regional training, Finance and Banking

Scottsdale, AZ · Accounting/Finance
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)
Base Salary - $50,000 - $55,000
OTE $95,000 – $110,000 
Uncapped earning potential
Extensive training
Some travel required for Branch and company meetings.
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