Advanced Case Design Consultant ( 2500004M )Primary Location : UNITED STATES-IL-SpringfieldOther Locations : UNITED STATES-RemoteOrganization : EquitableSchedule : Full-timeDescriptionAt Equitable, our power is in our people.We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?This position completes necessary analysis to provide optimum advanced case designs compiled in effective sales presentations for multi life non qualified deferred compensation plan marketing. The position positively impacts sales by educating advisors and providing case specific consulting.Key Job Responsibilities
Candidate will create and revise marketing material and client presentations portraying complex techniques used in non qualified deferred compensation sales.
Case consulting and training to advisors and clients in advanced, multi life non qualified deferred compensation plans including complex tax, design and legal details
Understanding of non qualified deferred compensation plans, IRC section 409(a) rules and regulations, various uses of trusts and advanced financing tools in designing solutions.
Understanding of multiple carrier Corporate owned life insurance plans and uniquities
Developing financial models using excel and carrier software
Complete documentation of materials and illustrations
Subject matter expert that will train advisors and business partners.
Ability to communicate and work collaboratively across business lines with co workers, carriers, advisors and potential clients
Product expert who learns new product release details and communicates to co workers, advisors, management
Product and new concept analysis for management in assessing new markets and sales approaches
Understand and master life insurance illustration systems, excel, word and power point as well as Microsoft teams or other web based presentation platforms.
The base salary range for this position is $80,000 - $95,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.Equitable Pay and Benefits : Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?nodeid=A2023013000001)QualificationsRequired Qualifications
Advanced case design skills and taxation of insurance knowledge with 5 or more years of related experience.
Subject matter expertise in Advanced Markets concepts, such as business and estate planning, executive benefit planning, etc a plus
Must be able to communicate at all levels of understanding very complex case designs including product, taxation and legal details.
Must have working knowledge of Nonqualified deferred compensation, estate planning, 412(i), 419, 401(k) and 409(a) plans.
Diligent thought process and high level of accuracy in financial data entry and evaluation
Strong written and oral communication skills
Organized and able to manage multiple projects / cases
Bachelors Degree
Confidentiality and high ethical standards critical
Preferred Qualifications
CPA, CFP, ChFC, CLU, FSA, ASA , Series 6, 63 or tax Law Attorney a strong plus
SkillsCollaborative Sales and Marketing: Knowledge of collaborative sales and marketing; ability to design and manage joint sales and marketing ventures.Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.Estate Planning: Knowledge of the concepts, processes, and operations of estate planning; ability to provide estate planning solutions for high net worth clients to meet their specific requirements.Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.Retirement Programs: Knowledge of features, policies and processes of retirement programs; ability to implement and manage employee retirement programs and plans.Tax Planning: knowledge of objectives and operation of tax planning; ability to implement appropriate methods and approaches to meet business goals in various environment.Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.ABOUT EQUITABLEAt Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.NOTE: Equitable participates in the E-Verify program.If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .Req ID: 2500004M
