Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts
Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies
Design and lead advisor training programs — both in-person and virtual — to strengthen understanding of advanced life insurance applications and sales concepts
Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results
Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings
Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning
Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy
Supporting and Training internal team on concepts and updates in market
Supporting and developing life cases with FA’s and sales team

Juris Doctor (JD) required
Advanced credentials (CLU®, ChFC®, CFP®) highly preferred
Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry
Brokerage Industry experience is a plus
Proven ability to develop compelling, compliant, and results-driven sales concepts, training platforms, and technical content
Deep understanding of business owner, estate, and personal life insurance planning practices and products
Outstanding written, verbal, and presentation skills with experience addressing both technical and non-technical audiences
Demonstrated success driving growth and advisor engagement through concept adoption and case support
Willingness to travel up to 20%

VP, Advanced Concepts and Training – Life Insurance, Related Products

Key skills