Life - Advanced Markets Specialist

Cincinnati Insurance Company; Fairfield (OH); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Annual cash bonus

Stock incentives

Lifelong learning opportunities

Job summary

A leading insurance firm is seeking an advanced market specialist in Fairfield, OH. This role involves providing high-level sales support and technical expertise in advanced planning consultation, collaborating with various teams to create tailored insurance solutions. Candidates should have a Juris Doctorate and extensive experience in advanced markets. The position offers a competitive salary range of $95,000-$150,000 annually along with potential bonuses and stock incentives.

Qualifications

• Juris Doctorate from an ABA accredited law school is required.
• Experience in advanced markets and advanced insurance sales preferred.
• Five to seven years of experience in insurance or wealth management preferred.

Responsibilities

• Provide technical consultation on advanced market strategies.
• Support producers and field representatives through training and consultations.
• Analyze legal, financial, and tax documents to identify planning opportunities.

Skills

Advanced market strategies

Analytical skills

Communication skills

Legal and financial interpretation

Education

Juris Doctorate degree

Professional designations (CLU, ChFC, CFP, CPA)

Tools

Planning software

CRM systems

Job description

MAKE A DIFFERENCE Share your talents and develop your skills as you build a career in a professional environment with a personal feel.

Description

Make a difference with a career in insurance

At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we’re looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and demonstrate that Actions Speak Louder in Person®.

If you’re ready to build productive relationships, collaborate within a diverse team, embrace challenges and develop your skills, then Cincinnati may be the place for you. We offer career opportunities where you can contribute and grow.

Build your future with us

The Cincinnati Life Insurance Company seeks an advanced market specialist. This role provides high‑level sales support, technical expertise and advanced planning consultation to Cincinnati Life’s distribution channels. This role collaborates with producers, field representatives and internal teams to deliver sophisticated case design, tax and legal strategy guidance, and sales enablement in the business‑owner and high‑net‑worth markets. The position has considerable room for professional growth and advancement. This is a field position reporting to our headquarters in Fairfield, OH. Travel is required to support field engagements, meetings and training.

The pay range for this position is $95,000-$150,000 annually. Pay is based on the applicant’s education, experience, knowledge, skills and abilities. Eligible associates may also receive an annual cash bonus and stock incentives based on company and individual performance.

Be ready to:

• provide technical consultation on advanced market strategies, including estate planning, asset preservation, wealth transfer, business succession, retirement planning and executive benefits
• identify planning opportunities through analysis of legal, financial and tax documents
• structure tailored life insurance and annuity solutions for complex client situations
• support producers and field representatives through consultations, training and joint meetings
• create advanced planning concepts and materials in collaboration with marketing and product teams
• deliver advanced markets training through webinars, seminars and workshops
• maintain current knowledge of tax law, regulatory changes and emerging planning strategies
• ensure compliance with company standards and regulatory requirements
• utilize planning tools and software to produce case designs and analyses
• provide regular reporting to management on case activity and field support
  

Be equipped with:

• experience in advanced markets, advanced insurance sales and wealth management
• strong knowledge of life insurance, annuities and advanced planning strategies
• expertise in estate planning, business succession and tax planning
• excellent critical thinking, analytical and research skills
• the ability to interpret complex legal and financial documents
• proficiency with planning software and CRM systems
• strong collaboration and communication skills
• high initiative, adaptability and accountability
• a customer‑focused mindset and professionalism
• a valid driver’s license. Final candidates will also be subject to a Motor Vehicle Record background check, because the position may include a company vehicle

Bring education and experience from:

• a Juris Doctorate degree from an ABA accredited law school (required)
• professional designations such as the CLU, ChFC, CFP or CPA (preferred)
• five to seven years of experience working at an insurance or wealth management company (preferred)
• legal experience in business planning, tax and/or complex estate planning (preferred)
  

Enhance your talents

Providing outstanding service and developing strong relationships with our independent agents are hallmarks of our company. Whether you have experience from another carrier or you’re new to the insurance industry, we promote a lifelong learning approach. Cincinnati provides you with the tools and training to be successful and to become a trusted, respected insurance professional – all while enjoying a meaningful career.

Enjoy benefits and amenities

Your commitment to providing strong service, sharing best practices and creating solutions that impact lives is appreciated.To increase the well‑being and satisfaction of our associates, we offer a variety of benefits and amenities .

Embrace a diverse team

As a relationship-based organization, we welcome and value a diverse workforce. We provide equal employment opportunity to all qualified persons without regard to race; creed; color; sex, including sexual orientation, gender identity and transgender status; religion; national origin; age; disability; military service; veteran status; pregnancy; AIDS/HIV or genetic information; or any other basis prohibited by law. All job applicants have rights under Federal Employment Laws. Please review this information to learn more about those rights.