Business Resource Center, Advanced Planning Consultant

Advanced Planning Consultant

The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking an Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income / high net worth or business owner clients.

You will utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by :

• Preparing business valuations and model income and estate tax reductions strategies
• Reviewing 1040 returns as well as 1120 / 1120S / 1065 business tax returns
• Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses
• Work closely with the BRCs Advanced Case Design Team to create proprietary / unique presentation packages / sales concepts to drive activity and sales within the advanced markets space.

Additional Responsibilities Include :

You have :

Leadership Qualities :

Salary Range : $116,350.00 - $191,155.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose to inspire well-being we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Guardian's website.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations are available for individuals with disabilities in employment, its services, programs, and activities.