Advanced Markets Consultant
About the role
For our client, we are seeking a Advanced Markets Consultant to join the team of a leader in the Finance & Insurance space. This role will support sophisticated life insurance planning needs by providing advanced case consultation on complex opportunities and translating challenging fact patterns into practical recommendations. The consultant will partner closely with internal stakeholders to review premium finance opportunities, respond quickly to advisors and clients, and help strengthen the quality of planning discussions. In addition, this person will serve as a subject matter expert, delivering educational content and guidance on emerging advanced planning strategies that support informed decisions.
Responsibilities
- Provide advanced case consultation for complex insurance opportunities
- Analyze complex fact patterns and develop practical planning recommendations
- Build trusted relationships through responsive service and problem-solving
- Participate in the review of premium finance opportunities
- Develop and deliver educational content on life insurance planning strategies
- Serve as a subject matter expert on emerging planning opportunities
- Communicate recommendations and decisions effectively to stakeholders
Qualifications
- Bachelor's degree required
- 5-7+ years of experience in life insurance or financial services with a focus on advanced markets
- Advanced degree or professional designation preferred, such as J.D., MBA, or CFP
- Strong knowledge of life insurance products and advanced planning concepts
- Exceptional communication and analytical skills
Benefits
- Customizable health, dental, mental health, and vision plans
- Generous paid time off, including up to 11 holidays and 150 hours of vacation
- Retirement savings plans with employer matching contributions
- Employee/family assistance plans and wellness benefits
- Financial education and counseling resources
Location: Remote - US based candidates only, no visa sponsorship available
Pay: $128,550 – $222,820 annually