- Provide high-end case design capabilities in combination with tax strategy acumen, working directly with advisors to successfully place an advanced planning case.
- Proactively gather data on advanced sales to track success utilizing Salesforce (CRM) system and other internal systems. Compile data in a visual format for producers and sales force to identify future opportunities.
- Work with internal Marketing team(s) to ensure Advanced Markets website and digital resources are regularly updated.
- Collaborate with Distribution and Marketing teams to identify product opportunities and quantify potential sales impact, and create and design compelling new products and product enhancements by providing the voice of the various Life Distribution channels.
- Create and deliver high impact, engaging training on product and sales concepts for internal and external business partners.
- Proactively promote products and sales concepts in internal training meetings, teleconferences, virtual training sessions, and in-person meetings with our distribution partners.
- Provide creative insight in creation of effective product marketing pieces for use with agents and/or consumers; and provide advanced level support in terms of product details, product positioning, life insurance terms and regulations, sales concepts, and advanced illustration techniques or support.
- Performs other duties as assigned by management.
- Minimum 6 years of experience in life marketing with additional background in other life insurance areas preferred.
- Four years' case design creation, illustration, and consultation experience.
- Highly-developed communication skills, written and verbal, with the ability to deliver clear presentations, and the ability to facilitate an open exchange of ideas, build coalitions and foster an atmosphere of open idea sharing.
- The ability to explain complex ideas and intricate details clearly and effectively by adapting to audience needs.
- Proven ability to interact with associates and senior management in a cross-functional environment, using tact and good judgement.
- Strong organizational skills with the ability to juggle multiple projects simultaneously, often with tight deadlines; flexible in coping with changing business environments and changing direction.
- Self-motivated with the ability to work independently and effectively under deadline pressures.
- Results oriented, team player with high sense of accountability.
- This position works in an office setting and remains continuously in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires visual acuity to read a variety of correspondence, reports, and forms and to prepare and analyze data in an accurate, neat, and thorough manner.
- Associate degree in Business, Accounting, or Marketing desired or equivalent work experience.
- EEP/Salesforce.
- The ability to learn illustration and case design systems (. InsMark Illustration System and Kugler Estate Analyzer).
- Proficient use of Excel, Outlook, PowerPoint, and Word.
- Working towards an Advanced designation such as CLU, ChFC, CFP or an Advanced Degree.
- Series 6 and 63 licenses, or obtain within 9 months of hire.
- State Life Insurance license, or obtain within 9 months of hire.
- Travel requirement – 25%.
-
Consultant (All Genders) Sustainable Building
Found in: Orion Innovations US - 3 days ago
Horizon Group Coldstream, OH, United States FreelanceWHAT YOU CAN EXPECT FROM US AT COLDSTREAM, OH. · apoprojekt is one of the most dynamic and value-based companies in the construction and real estate industry. Since our founding in 2007, we have grown from a 2-person company to a medium-sized company with 450 colleagues - with an ...
-
Engineer, Repair Development
Found in: One Red Cent US C2 - 2 days ago
StandardAero Cincinnati, United StatesRepair Development EngineerCincinnati, OhioBuild an Aviation Career You're Proud OfExplore a career where you're challenged and have access to exciting engineering projects that stretch your talents. You'll design and create new systems and technologies to help solve complex avia ...
-
Kitchen and Bath Designer
Found in: Appcast US C2 - 6 days ago
Neal's Design Remodel Cincinnati, United StatesPerformance focuses on providing design ideas to clients for projects including primarily kitchens, baths, and lower levels as well as guiding clients thru the selection process and keeping our sales and production staff informed and updated on client selections and needs. The de ...
-
Local Contract Occupational Therapist
Found in: Jobget US C2 - 16 hours ago
Medasource Cincinnati, OH, United States TemporaryMedasource is seeking a local contract Occupational Therapist for a local contract job in Cincinnati, Ohio. · Job Description & Requirements · Specialty: Occupational Therapist · Discipline: Therapy · Duration: 52 weeks · 40 hours per week · Shift: 8 hours · Employment Type: Loca ...
-
Field Inspector – Building Diagnostics
Found in: Appcast US C2 - 6 days ago
Sol design + consulting Cincinnati, United StatesSol design + consulting is looking for a hands-on field professional with high attention to detail to provide on-site inspections, testing, and documentation as part of our green building certification services. Sol is a growing business with learning opportunities and room for a ...
-
Lead Carpenter
Found in: Appcast US C2 - 5 days ago
Neal's Design Remodel Cincinnati, United StatesOverview of Lead Carpenter Role: · Performance focuses on producing projects per the written specifications on time and on budget. Meeting with internal clients to be sure a project is ready to begin (DeBug), then meeting with external clients (Pre-Construction) to make sure the ...
-
Senior Director, Consulting
Found in: Appcast US C2 - 10 hours ago
NTT DATA Business Solutions Cincinnati, United StatesPosition Description: · As the People Leader for a team of consultants specializing in SAP functionality, business process, and industry at NTT DATA Business Solutions, your primary role is to support, develop, and guide a team of consultants. You will be instrumental in cultivat ...
-
IT Systems Engineer
Found in: Dice One Red US C2 - 16 hours ago
Belcan Evendale, OH, United StatesAn IT Systems Engineer with specialized knowledge in Databases (specifically in Oracle), is available in Evendale, Ohio · To be considered for this role, you will need a minimum of 5 years of experience administering databases, or database systems · In this role, you would be res ...
-
Mainframe Developer
Found in: Appcast Linkedin GBL C2 - 10 hours ago
Coforge Cincinnati, United StatesJob Description · A Software Development Engineer designs, develops, tests, installs, and maintains systems, applications, networks, and/or telecom and related processes to meet the functional objectives of the business. Assesses system, application, network, and/or telecom needs ...
-
Project Manager
Found in: Appcast Linkedin GBL C2 - 10 hours ago
ChaseDesign Cincinnati, United Stateswho we are · Outsiders. · Upstarts. · The little engine that could. · And did. · And keeps doing. · 65 years ago, we opened our doors as a one-man industrial design firm in Central New York. With a fresh degree from a leading institution, the easy thing for our founder to do woul ...
-
Technical Sales Engineer
Found in: Appcast US C2 - 14 hours ago
CBTS Cincinnati, United StatesJob Purpose: · We're seeking a Technical Solutions Consultant to extend our global reach through expert discovery and exploration of new business opportunities within our existing base of strategic customers. Our ideal candidate will be trusted to dive right in, take the lead, us ...
-
anesthesia pediatric assistant professor
Found in: Careerbuilder One Red US C2 - 16 hours ago
Cincinnati Children's Hospital Medical Center Cincinnati, OH , USA, United StatesPediatric Anesthseiologist Assistant Professor - Clinical · PURPOSE OF POSITION: To provide safe and effective patient care. Contributions to clinical service. To participate in the training and education of residents, fellows and other trainees. To participate in research projec ...
-
Senior Qualitative Research and Innovation Strategist
Found in: Appcast US C2 - 5 days ago
Directions Inc Cincinnati, United StatesAre you a qualitative expert in Healthcare, Medical Devices and Pharmaceutical industry? Do you see consumers, patients, caregivers, and doctors as more than a number on a page, but a human with a deeper story to tell? We seek a strategist that can rapidly assimilate to new busin ...
-
Sr Android Engineer
Found in: Lensa US 4 C2 - 1 day ago
Experis Cincinnati, United StatesOur client is seeking an Android Developer to join their team. As a Android Developer you will be part of the Android team. The ideal candidate will have 5+ years of android development experience with Kotlin, Coroutines and Jetpack Compose, which will align successfully in the o ...
-
Software Development Engineer
Found in: Appcast US C2 - 6 days ago
Luma Financial Technologies Cincinnati, United StatesLocation: Cincinnati, OH or New York City · As Luma's Software Development Engineer you understand that it's critical to leverage technologies so you can move quickly through the ever-changing landscape at a software company. Thriving in a fast-paced environment, you will help dr ...
-
radiology education specialist ii
Found in: Careerbuilder One Red US C2 - 3 hours ago
Cincinnati Children's Hospital Medical Center Cincinnati, OH , USA, United StatesExpected Starting Salary Range: · SUBFUNCTION DEFINITION: Responsible for clinical education of radiologic technologists in all modalities - MRI, CT, Nuclear Medicine, Ultrasound, Radiography and Fluroscopy. Responsible for clinical education of Radiologists. · REPRESENTATIVE RE ...
-
oncology assistant professor
Found in: Careerbuilder One Red US C2 - 16 hours ago
Cincinnati Children's Hospital Medical Center Cincinnati, OH , USA, United StatesOncology Assistant Professor, Clinical Non-Tenure Opportunity with the Sarcoma Team at Cincinnati Children's · Salary and Benefits: commensurate with training/ experience · PURPOSE OF POSITION: To provide safe and effective patient care. Contributions to clinical service. To part ...
-
neonatology assistant professor
Found in: Careerbuilder One Red US C2 - 16 hours ago
Cincinnati Children's Hospital Medical Center Cincinnati, OH , USA, United StatesExpected Starting Salary Range: - Exempt · SUPERVISOR'S TITLE: Varies · TITLES SUPERVISED: N/A · TOTAL NUMBER OF FTE'S DIRECTLY SUPERVISED: Varies · TOTAL NUMBER OF FTE'S INDIRECTLY SUPERVISED: Varies · PURPOSE OF POSITION: To provide safe and effective patient care. Contribution ...
-
Retirement Plan Administrator
Found in: Appcast Linkedin GBL C2 - 6 days ago
Creative Retirement Systems Cincinnati, United StatesExciting Opportunity for Experienced 401(k) Retirement Plan Consultant - Join the Team at Creative Retirement Systems, Inc. · Do you have a passion for providing unparalleled administrative services to a wide array of retirement plans nationwide? Are you an industry leader with a ...
-
Solid Waste Engineer/Principal
Found in: Lensa US 4 C2 - 2 days ago
Civil and Environmental Consultants Cincinnati, United StatesSolid Waste Engineer/PrincipalJob LocationsUS-OH-CincinnatiCategoryWaste ManagementTypeFull-TimeOverviewThe Cincinnati, Ohio (in Blue Ash) Office of Civil & Environmental Consultants, Inc. (CEC) has an exciting opportunity for a passionate and motivated senior engineer/manager to ...
Advanced Markets Case Design Consultant I - Cincinnati, United States - Western & Southern Financial Group
Description
Overview
Summary of Responsibilities:
Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools, and reference materials. Update, develop, and deliver Advanced Markets promotional design, educational materials, and programs.
Responsibilities
Position Responsibilities:
Qualifications
Selection Criteria:
Work Setting:
Educational Requirements:
Computer Skills and Knowledge of Hardware & Software Required:
Certifications & Licenses (., Series 6 & 63, CPA, :
Position Demands: