Advanced Markets Consultant

Sokoni Kwetu Limited; United States; À distance; USD 170 000 - 200 000; Plein temps

Avantages offerts par ce poste

Salary: $170,000 - $200,000 plus bonus

401(k) plan with 2% company contribute

6% company match

Vacation, personal time and paidholid”

Sponsorship not required

Résumé du poste

Sokoni Kwetu Limited is seeking an Advanced Markets Consultant to provide tailored estate, business, and retirement planning guidance to producers, wholesalers, and advisors across distributed channels in the United States. This role combines financial expertise with relationship-building and market insights to drive client success.

The ideal candidate will have 5+ years in accounting/finance/tax or related fields, strong communication and leadership skills, and the ability to work remotely from

Qualifications

• 5+ years of experience in accounting, finance, tax, estate planning, or related fields.
• Strong presentation, communication, and organizational skills.
• Ability to build relationships and provide consultative support to producers and advisors.
• Leadership skills and attention to detail, even under tight deadlines.
• Promotes a collaborative culture, values different ideas, and stays curious.
• Remote work with access to high-speed internet and located in the United States.
• Occasional travel as needed.

Responsabilités

• Case Consultation: Partner with producers, wholesalers, and advisors to provide tailored estate, business, and retirement planning solutions.
• Training & Development: Create and deliver impactful training through in-person seminars, webinars, and workshops.
• Sales Strategy: Develop strategies to maximize product sales across life insurance, annuities, long-term care, etc.
• Market Insights: Stay ahead of legislative and industry changes to identify new planning opportunities.
• Product Influence: Advise product teams to keep offerings competitive and aligned with client needs.

Connaissances

Financial analysis

Communication skills

Presentation skills

Organizational skills

Relationship-building

Leadership

Formation

JD or CPA designation

CLU designation

ChFC designation

CFP designation

FINRA Series 6/7, 63, or 65/66 registrations

Description du poste

As an Advanced Markets Consultant, you’ll provide consultation and training to producers, empowering them to succeed in estate planning, business continuation, retirement planning, and more. Join a dynamic team that blends financial expertise with relationship-building and cutting-edge market insights.

WHAT WE CAN OFFER YOU:

• Estimated Salary: $170,000 - $200,000, plus annual bonus opportunity.


• 401(k) plan with a 2% company contribution and 6% company match.


• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.


• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

• Case Consultation: Partner with producers, wholesalers, and advisors to provide tailored estate, business, and retirement planning solutions.


• Training & Development: Create and deliver impactful training through in-person seminars, webinars, and workshops.


• Sales Strategy: Develop strategies to maximize product sales (life insurance, annuities, long-term care, etc.), collaborating across multiple distribution channels.


• Market Insights: Stay ahead of legislative and industry changes to identify new planning opportunities.


• Product Influence: Consult with product teams to ensure offerings are competitive, profitable, and aligned with client needs.

WHAT YOU’LL BRING:

• 5+ years of experience in accounting, finance, tax, estate planning, or related fields.


• Strong presentation, communication, and organizational skills.


• Ability to build relationships and provide consultative support to producers and advisors.


• Leadership skills and attention to detail, even under tight deadlines.


• You promote a collaborative culture, value different ideas and opinions, and listen courageously, remaining curious in all that you do.


• Able to work remotely with access to a high-speed internet connection and located in the United States.


• Able to travel occasionally as business needs dictate.

PREFERRED:

• JD or CPA designation.


• Advanced knowledge of insurance and financial products.


• Designations like CLU, ChFC, or CFP.


• FINRA Series 6/7, 63, or 65/66 registrations.

We value unique experience, skills, and passion for innovation. If your experience aligns with the listed requirements.

If you have questions about your application or the hiring process, email our Talent Acquisition area at .

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