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Advanced Markets Consultant, The Business Resource Center

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

New York (USA), United States

Offer summary

Qualifications:

Juris Doctor (JD) degree required, Estate planning and business planning experience required, LLM in Taxation or CPA preferred, Experience in advanced markets/business owner market, Expert knowledge of tax and estate planning.

Key responsabilities:

Provide consultation and sales support to producers
Educate producers on advanced planning recommendations
Demonstrate presentations in various advanced planning areas
Collaborate across departments for comprehensive case analysis
Analyze situations to ensure optimal client advice

Yoh, A Day & Zimmermann Company Human Resources, Staffing & Recruiting Large https://www.yoh.com/

1001 - 5000 Employees

See more Yoh, A Day & Zimmermann Company offers

Job description

Advanced Markets Consultant needed for a Full Time, permanent opportunity with Yoh’s Major Insurance Company client. This is a REMOTE position and can be anywhere within the U.S.

The Big Picture – Top Skills You Should Possess/Requirements:

Must have Juris Doctor (JD) degree
Must have estate planning & business planning experience
JD degree, LLM in Taxation, CPA accreditation and/or other specialized designations (e.g., CFP/CLU/ChFC) strongly preferred
Proven experience in advanced markets/business owner market
Superior verbal, written and presentations skills
Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
Working knowledge of life insurance and disability insurance for businesses (e.g., DBO, BOE and Business Reducing Term)
Superior analytical and research skills
The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines

What You’ll Be Doing:

Provide superior case consultation and sales support to client company agency leaders, financial representatives, and brokers (“producers”) in order to assist producers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client’s professional tax and legal advisors on concepts and techniques unfamiliar to them.
Demonstrate superior presentations skills in all areas of advanced planning
Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate.
Collaborate with key enterprise-wide collaborators to facilitate “one-stop shopping” for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.
Thoroughly analyze case situations to ensure that the client company producers are doing right by the client and providing comprehensive planning advice.
Provide subject matter expertise and collaborate with other client company departments on projects, committees, and company initiatives to improve processes, service and product offerings as needed.

Opportunity is Calling, Apply Now!
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Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.