Job Description
If you are a natural relationship builder, who loves working with customers, financial professionals, and organizations to provide solutions, we want to know more about you!
As a Technical Director, you'll drive sales of life insurance, annuity, mutual fund and retirement plans through all distribution channels by providing comprehensive consulting services. You will provide consultative sales strategies in tax, legal and technical areas to all distribution sales channels and internal partners in the areas of business planning, estate planning, qualified plans and annuity strategies. You'll present at firm, broker-dealer and industry functions and represent the company's position in industry forums.
Job Description
Key Responsibilities:
As a Technical Director, you'll drive sales of life insurance, annuity, mutual fund and retirement plans through all distribution channels by providing comprehensive consulting services. You will provide consultative sales strategies in tax, legal and technical areas to all distribution sales channels and internal partners in the areas of business planning, estate planning, qualified plans and annuity strategies. You'll present at firm, broker-dealer and industry functions and represent the company's position in industry forums.
Job Description
Key Responsibilities:
- Directs case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate planning, qual...