Advanced Markets Director

Jobtailor

Minneapolis (MN)

On-site

USD 120,000 - 160,000

Full time

6 days ago

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Job summary

Jobtailor seeks a seasoned Advanced Markets professional to develop and deliver sophisticated programs, support distribution partners with advanced planning, and apply annuity products to retirement, estate, and tax planning.

You will present to advisors, create high-quality marketing collateral, and collaborate with marketing and external partners, leveraging AI tools and PowerPoint to craft compelling presentations.

Qualifications

8+ years of experience in Financial Services and Advanced Markets.

Responsibilities

Develop and deliver sophisticated Advanced Markets programs
Provide complex advanced planning support to distribution partners
Apply annuity products to retirement, estate, financial, and tax planning
Address Social Security, Medicare, and general tax/legal issues
Conduct technical analysis and tax/legal research for advanced planning ideas
Analyze potential topics for future Advanced Markets programs
Create presentations and marketing collateral using product knowledge and advanced planning software
Provide expert casework assistance and written marketing/sales concept materials
Present Advanced Markets topics to advisors and distribution partners in person and virtually
Develop PowerPoint presentations, marketing materials, and promotional items
Work with Ad Review to meet corporate standards
Research and recommend new Advanced Markets topics
Liaise between Distribution, external business partners, and Marketing
Utilize artificial intelligence tools and resources, including generative AI
Report to the Advanced Markets Senior Director

Skills

Advanced Markets

Public Speaking

Financial Services

Annuity Applications

Presentation Development

Education

Bachelor's degree

Tools

PowerPoint

Advanced Planning Software

Generative AI

Job description

Develop and deliver sophisticated Advanced Markets programs
Provide complex advanced planning support to distribution partners
Apply annuity products to retirement, estate, financial, and tax planning
Address Social Security, Medicare, and general tax/legal issues
Conduct technical analysis and tax/legal research for advanced planning ideas
Analyze potential topics for future Advanced Markets programs
Create presentations and marketing collateral using product knowledge and advanced planning software
Provide expert casework assistance and written marketing/sales concept materials
Present Advanced Markets topics to advisors and distribution partners in person and virtually
Develop PowerPoint presentations, marketing materials, and promotional items
Work with Ad Review to meet corporate standards
Research and recommend new Advanced Markets topics
Liaise between Distribution, external business partners, and Marketing
Utilize artificial intelligence tools and resources, including generative AI
Report to the Advanced Markets Senior Director

Requirements

8 or more years' experience in Financial Services and Advanced Markets
Strong public speaking skills
Four-year degree required
Series 6 or 7 license and life license required or obtained within 60 days
Legally authorized to work in the U.S.
Must not require immigration sponsorship for visa status now or in the future
CPT/OPT holders are ineligible due to future immigration sponsorship requirements
Extensive travel required

Core Competencies

Demonstrates expertise in Advanced Markets programs, financial planning, and annuity products, with strong capabilities in public speaking and presentation development. Proficient in conducting technical analysis and utilizing advanced planning software to support distribution partners and deliver effective marketing materials.

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