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Fort Washington Investment Advisors, Inc. · 1 month ago

AVP Advanced Markets

US-OH-CINCINNATI

Full-time

Onsite

Senior Level

Fort Washington Investment Advisors, Inc. is seeking an AVP for Advanced Markets within their Insurance Operations team. The role involves providing advanced markets sales and technical support, focusing on estate planning, wealth accumulation, and retirement planning strategies.

Financial Services

Responsibilities

Develops a professional working relationship with Integrity group, Agency and CL channel management and producers targeting advanced annuity and life insurance marketing and planning techniques

Develops proficiency with Integrity group products, services and markets

Contacts proactively Integrity group producers and wholesalers to provide advanced marketing sales support

Assists, supports and accompanies Integrity group wholesalers and Regional Marketing Directors on advanced sales meetings to provide effective technical sales support and case management and to successfully generate sales revenues

Consults on complex questions about annuities and life insurance topics, tax law issues, trusts, legal documents, concepts and theories and advanced market planning tools, techniques and issues

Interacts with Integrity group producers and their clients' legal and tax representatives by mail, email, telephone and conference calls and any other means regarding advanced planning techniques and products to support sales

Develops in concert with Integrity group marketing department advanced conceptual selling strategies, ideas and materials, which promote the sale of Integrity group products in the advanced markets

Conducts advanced market training for Enterprise distribution through WebEx, field seminars and conference workshops

Monitors changes in advanced planning concepts, tax law and regulations. Communicates impact of changes with the Advanced Marketing Department to Integrity group distribution and management

Communicates and recommends potential growth opportunities for sales of Company products in the affluent market. Provides feedback on Integrity group products and services from producers

Manages expenses prudently within budgeted allowances

Provides regular reports to management summarizing status of contact activities and pending, submitted and paid cases as a result of field case consultation

Performs other duties as assigned

Complies with all policies and standards

Qualification

Juris DoctorateCPAAdvanced annuity experienceAdvanced planning techniquesCertified Financial PlannerSeries 663 licenseInterpersonal skillsResearch skillsAnalytical skillsSoftware applications knowledgeOral communication skillsWritten communication skills

Required

Juris Doctorate degree or CPA required

Demonstrated advanced annuity and life insurance selling experience or advanced markets advisor or consultant experience required

Proven significant knowledge of advanced planning techniques, tax laws, business/estate-related legal documents and life insurance produces, features and application

Proven research and analytical skills reviewing legal documents and developing advanced markets case designs

Demonstrated interpersonal skills in working with producers, clients, advisors and associates to achieve results

Proven oral and written communication skills, including platform and sales presentation skills. Provide examples of successfully delivering complex advanced marketing concepts through oral, written, platform and sales presentation mediums

Working knowledge of software applications and technology

Certified Financial Planner-CFP Board and Certified Club Manager (CCM)-CMAA-CLU required upon hire, or ChFC or commensurate industry experience upon hire, plus Series 6 and 63 license and state insurance license required within 9 months of hire