AVP Advanced Markets

Overview

Provides advanced markets sales and technical support to all Enterprise distribution channels with primary responsibility for the Integrity Companies. Includes complex tax and legal strategies related to creative and unique case design with Enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.

Responsibilities

What you will do :

• Develops a professional working relationship with Integrity group, Agency and CL channel management and producers targeting advanced annuity and life insurance marketing and planning techniques.
• Develops proficiency with Integrity group products, services and markets.
• Contacts proactively Integrity group producers and wholesalers to provide advanced marketing sales support.
• Assists, supports and accompanies Integrity group wholesalers and Regional Marketing Directors on advanced sales meetings to provide effective technical sales support and case management and to successfully generate sales revenues.
• Consults on complex questions about annuities and life insurance topics, tax law issues, trusts, legal documents, concepts and theories and advanced market planning tools, techniques and issues.
• Interacts with Integrity group producers and their clients' legal and tax representatives by mail, email, telephone and conference calls and any other means regarding advanced planning techniques and products to support sales.
• Develops in concert with Integrity group marketing department advanced conceptual selling strategies, ideas and materials, which promote the sale of Integrity group products in the advanced markets.
• Conducts advanced market training for Enterprise distribution through WebEx, field seminars and conference workshops.
• Monitors changes in advanced planning concepts, tax law and regulations. Communicates impact of changes with the Advanced Marketing Department to Integrity group distribution and management.
• Communicates and recommends potential growth opportunities for sales of Company products in the affluent market. Provides feedback on Integrity group products and services from producers.
• Manages expenses prudently within budgeted allowances.
• Provides regular reports to management summarizing status of contact activities and pending, submitted and paid cases as a result of field case consultation.
• Performs other duties as assigned
• Complies with all policies and standards

Qualifications

Work Setting / Position Demands :

Travel Requirements :

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