Federated Insurance · 1 month ago
Associate In-House Counsel - Life Company
US-MN-Owatonna
Full-time
Onsite
Mid Level
$98K/yr - $150K/yr
3+ years expFederated Insurance is a company focused on client success and employee growth. They are seeking an attorney to provide technical and legal advice to enhance advanced life sales, requiring strong communication and relationship-building skills in a customer-focused environment.
Auto InsuranceConsultingFinancial ServicesInsuranceProfessional ServicesRisk Management
No H1B
Responsibilities
Provides information and advises Sales Representatives on advanced life sales solutions, including legal/tax implications and comparison of strengths/weaknesses for available options in the areas of non-qualified annuities, business continuation and estate planning, non-qualified employee benefits, insurance design arrangements, and premium payment arrangements
Researches and advises others on federal tax laws and regulations that apply to individual life, annuity, retirement, disability, and estate and business planning products
Produces advanced life bulletins and brochures. Recommends sales methods to assist Sales Representatives in increasing sales
Participates in the development, maintenance, and training of the advanced life training curriculum, materials and manuals
Provides review of work relating to the federal anti-money laundering, OFAC compliance, and product suitability programs as needed
Investigates and resolves complaints as assigned
Qualification
Required
Juris Doctorate and current license to practice law in Minnesota
Prefer 3 years' work experience in life insurance company legal operations, estate planning, tax law or sales demonstrating the ability to analyze and interpret complex legal and tax issues as well as effective case counseling management
Preferred
CLU, ChFC, CFP, or other related designations preferred
Benefits
Cost-effective health insurance
Robust pension and 401(k) offerings
Paid volunteer time
Opportunities for gift matching
Company
Federated Insurance
Federated Insurance is a federated insurance and risk management service provider firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael G. Kerr
President and CEO
Company data provided by crunchbase