Senior Advanced Markets Strategy Director
Jobtailor
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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
Education
Tools
Job description
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.
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