Apply on Employer Site

Federated Insurance · 2 days ago

Associate In-House Counsel - Life Company

Owatonna, MN

Full-time

Onsite

Mid Level

$102K/yr - $155K/yr

3+ years exp

Federated Insurance is a company focused on clients’ success and employee growth. They are seeking an attorney to provide legal advice and training to enhance advanced life sales in a customer-focused environment.

Auto InsuranceConsultingFinancial ServicesInsuranceProfessional ServicesRisk Management

Comp. & Benefits

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

Juris DoctorateLicense to practice lawTax lawEstate planningCLUChFCCFPLegal operationsCommunication skillsRelationship building

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