Advanced Markets Consultant, The Business Resource - New York, United States - Guardian Life Insurance Company

Guardian Life Insurance Company

Verified Company

New York, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

You are- A customer focused professional who can adapt to change, think critically, collaborate well with others, and demonstrate initiative.

You will- Provide superior case consultation and sales support to Guardian 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. Thoroughly analyze case situations to ensure that Guardian producers are doing right by the client and providing comprehensive planning advice.-You have- 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- JD degree, LLM in Taxation, CPA accreditation and/or other specialized designations (e.g.

, CFP/CLU/ChFC) strongly preferred

Salary Range

$114, $187,415.00

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.

Health Care- Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits- Dental plan- Vision plan- Health care accounts - flexible spending, health reimbursement, and health savings accounts- Critical illness insurance

Life and Disability Insurance- Company-paid Life and Disability insurance plus voluntary supplemental coverage- Accident insurance

Retirement and Financial- 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable- Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work- Flexible work arrangements (part in-person/part remote)- Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement- Personal holidays for colleagues to use in recognition of religious, cultural, or civic days- Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life- Emotional well-being, mental health, and work/life resources powered by Spring Health- Wellness programs, including fitness program and equipment reimbursement- Child, adult, and elder back-up care support through Bright Horizons- Adoption assistance- College planning- Tuition reimbursement- Student loan assistance- Commuter benefits in select metropolitan areas

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.

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