Director, Advanced Sales (Insurance)

Location: Remote - United States; flexible hybrid work approach based on role and personal preference.

Base salary: $129,000–$190,000 per year

Company

Provides life insurance, annuities, wealth management, and institutional asset management products and services for financial professionals and their clients across the United States.

What you will do

• Provide sales, technical, and legal support for advanced business planning, employee benefits, estate planning, and related insurance cases.
• Conduct telephone consultations, case design and implementation, client proposal preparation, document reviews, and tax and legal research.
• Develop and present advanced sales seminars, continuing education courses, training programs, and reference materials.
• Collaborate with producers, field leaders, product, underwriting, marketing, and home office teams to implement advanced sales policies and procedures.
• Manage relationships with external vendors and third-party administrators supporting advanced sales products and services.
• Assist with the organization and management of the Advanced Sales Department.

Requirements

• 7–10 years of advanced sales experience in an insurance company, field office, or similar environment.
• In-depth knowledge of advanced sales concepts and product applications.
• Extensive experience with business planning, executive benefit plans, estate planning, retirement planning, federal taxation, and planning strategies.
• Bachelor’s degree in a related field and a JD.
• Excellent oral and written communication, public speaking, presentation, collaboration, planning, organizational, and leadership skills.

Nice to have

• CLU, ChFC, CPA, or an equivalent professional designation.

Culture & Benefits

• Flexible hybrid work approach with flexibility to choose where to work based on the role and personal preference.
• Work supporting financial professionals and clients across the United States.
• Employment and advancement opportunities provided in accordance with applicable equal employment laws.