Advanced Markets Consultant

A company is looking for an Advanced Markets Case Design Consultant.

Key Responsibilities

Deliver advanced sales case design and support wealth transfer, business succession, and retirement planning strategies

Gather and analyze data on advanced sales, utilizing CRM systems to track success and identify opportunities

Collaborate with internal teams to create and promote effective marketing materials and training programs

Required Qualifications

Bachelor's Degree in Business, Accounting, or Marketing preferred

Minimum 7 years' experience in life marketing and 2-4 years in advanced case design

1-3 years' experience in training or adult education preferred

Experience with advanced illustration and case design systems preferred

Professional designations such as CLU, ChFC, or CFP preferred