Advanced Markets Consultant, Life Insurance - Remote

Symetra Financial Corporation; United States; Hybrid; USD 88,000 - 147,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecommu

401(k) plan with immediate vesting and

Paid time away and holidays

Company matching gifts/donations

Job summary

Symetra Financial Corporation is seeking an Advanced Markets Consultant to support financial advisors and internal teams with sophisticated planning for high-net-worth individuals and executives. You will provide technical expertise in estate planning, wealth transfer strategies, and tax-efficient wealth transfer concepts while ensuring compliance and effective advisor education.

You will collaborate with product, marketing, and compliance teams to develop and illustrate advanced planning

Qualifications

• 5-8 years of Advanced Markets experience in Life Insurance.
• Extensive knowledge of Advanced Planning and wealth transfer strategies.
• Understanding of illustration concept development and marketing materials generation.
• Strong background in project ownership, cross-functional collaboration and stakeholder communication.

Responsibilities

• Provide case consultation and technical guidance for sophisticated planning scenarios.
• Identify planning opportunities and position advanced strategies in a compliant manner.
• Create, update and maintain advanced markets marketing materials and advisor content.
• Ensure materials are current, accurate and aligned with product, tax and regulatory requirements.
• Partner with product, sales, technology, illustration, marketing, legal and compliance teams.
• Translate planning strategies into practical illustration concepts and narratives for advisors.
• Develop and deliver training and planning resources for advisors.
• Simplify complex strategies for better illustration and implementation.
• Collaborate with internal teams to improve advisor experience and resources.

Skills

Advanced markets expertise

Estate planning

Wealth transfer strategies

Cross-functional collaboration

Stakeholder communication

Education

College degree or related work experience

Tools

Illustration system

Job description

# Advanced Markets Consultant, Life Insurance - RemoteUSARemoteID: 9574---## Job DescriptionSymetra has an exciting opportunity to join our Individual Life Insurance Distribution team as an **Advanced Markets Consultant**!**About the role**As an Advanced Markets Consultant, you will serve as a subject matter expert supporting financial advisors, wealth managers, insurance professionals, and internal sales teams with sophisticated planning strategies for high-net-worth individuals, business owners, executives, and affluent families. You’ll provide technical expertise in estate planning, business succession, executive benefits, charitable planning, retirement distribution strategies, asset protection, and tax-efficient wealth transfer concepts.The consultant partners with advisors to identify client opportunities, develop customized planning solutions, and support the implementation of advanced insurance and wealth management strategies while maintaining compliance with applicable regulations and company guidelines.This role also contributes to sales enablement and advisor education by creating and updating advanced markets marketing materials, planning resources, sales concepts, and presentations. The consultant will partner with internal stakeholders to build out advanced planning concepts for the illustration system, helping ensure that complex strategies can be demonstrated clearly, accurately, and practically for advisor and client use.**What you will do*** Provide case consultation and technical guidance for sophisticated planning scenarios involving high net worth individuals, business owners, executives and affluent families.* Identify planning opportunities and position advanced strategies in a clear and compliant manner.* Create, update and maintain advanced markets marketing materials, planning resources, sales concepts, presentations, technical guides, case studies, and advisor facing content.* Ensure materials remain current, accurate, practical, and aligned with applicable product, tax, legal, regulatory, and compliance requirements.* Partner with product, sales, technology, illustration, marketing, legal, and compliance teams to help build out advanced planning concepts for the illustration system.* Translate planning strategies into practical illustration concepts, inputs, assumptions, outputs, and narratives that advisors can use to demonstrate client solutions.* Develop and deliver training, presentations, planning resources, and case studies that strengthen advisor knowledge and confidence.* Help simplify complex strategies so they can be more easily understood, illustrated, and implemented.* Work closely with internal teams to support complex cases, improve advisor experience, enhance marketing resources, and contribute to broader business initiatives involving advanced markets tools, systems, and content. **Why work at Symetra**“*We're big enough to make an impact on the country, but small enough to care and know who you are and what you're contributing to the organization. All new ideas are welcome!*” Stephanie F., VP Customer Service & Operations*“If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit*.” - Daniel P., Senior Underwriter **What we offer you**We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.* Flexible full-time or hybrid telecommuting arrangements* Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%* Paid time away including vacation and sick time, flex days and ten paid holidays* Give back to your community and double your impact through our company matching* Want more details? Check out our Symetra Benefits Overview **Compensation****Annual Salary:** $87,900 - $146,500 annually plus eligibility for Company Annual Bonus program.**Who you are*** High school diploma required* College Degree or related work experience required* 5-8 years of Advanced Markets experience in the Life Insurance industry* Extensive knowledge of Advanced Planning, wealth transfer strategies and complex client planning through life insurance solutions* Understanding of illustration concept development and marketing and sales materials generation* Strong background in project ownership, cross-functional collaboration and stakeholder communication**We empower inclusion** At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.**Creating a world where more people have access to financial freedom** Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.For more information about our careers visit: https://symetra.eightfold.ai/careers**Work Authorization** Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.**Please review Symetra's Remote Network Minimum Requirements:**As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:* Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of \"broadband.\"* Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.* Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.**Identity Verification**Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.Failure to comply with verification procedures may result in:* Disqualification from the recruitment process* Withdrawal of a job offer* Termination of employment and other criminal and/or civil remedies, if fraud is discovered