The Business Resource Center (BRC) is Guardian's advanced sales department and we are seeking an **Advanced Markets Specialist IV** . We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are also thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients.
This position reports to the head of Thought Leadership in the Business Resource Center who, in turn reports to the Head of IM Distribution, Sales Growth and Enablement, Agency Distribution.
Provide superior case consultation and sales support to Guardian agency leaders, financial representatives and brokers ("producers") in order to assist producers to identify advanced markets opportunities and design cases that fulfill the needs of Guardian prospects and clients and drive Guardian sales. Reporting to the head of Thought Leadership, this individual will develop and implement thought leadership content and legislative strategy to showcase the knowledge and expertise retained within the BRC as well as to help the enterprise achieve its sales goals.
+ Educate producers so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them.
+ Demonstrate superior presentations skills in all areas of advanced planning
+ Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate.
+ Collaborate with key enterprise-wide stakeholders to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
+ Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges and mindset of a producer.
+ Monitor federal/state legislative, regulatory and judicial developments as they impact the advanced sales market.
BRC Business Development
+ Thoroughly analyze case situations to ensure that Guardian producers are doing right by the client and providing complete and holistic planning advice.
+ Provide subject matter expertise and collaborate with other Guardian departments on projects, committees and company initiatives to improve processes, service and product offerings as needed.
+ Apply purposeful and unique planning and sales concepts to drive activity and sales within the advanced markets space.
+ Juris Doctor degree (JD) REQUIRED
+ Minimum of 5 years' experience in advanced markets/business owner market
+ CFP/CLU/ChFC preferred
+ Possess expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
+ Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
+ Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
+ Superior verbal, written and presentations skills
+ Superior analytical and research skills
+ Possess the flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines
+ Liaise effectively with various Guardian teams across different lines of business
+ Ability to work independently in remote location
+ Analytical and Critical Thinking
+ Ability to positively influence
+ Adapt to change
+ Collaborate Well with Others
+ Customer Focus
+ Demonstrate Initiative and Proactivity
+ Accountable for Results
+ Information Seeking
+ Respect for Diversity
**Location and Travel**
+ This is a fully remote position with up to 30% travel, as needed.
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
$91,380.00 - $169,690.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
+ Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
+ Dental plan
+ Vision plan
+ Health care accounts - flexible spending, health reimbursement, and health savings accounts
+ Critical illness insurance
**Life and Disability Insurance**
+ Company-paid Life and Disability insurance plus voluntary supplemental coverage
+ Accident insurance
**Retirement and Financial**
+ 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
+ Complimentary 1:1 financial guidance with a licensed Fidelity representative
**Time Off and Remote Work**
+ Flexible work arrangements (part in-person/part remote)
+ Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
+ Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
+ Paid parental leave and paid family and medical leave policies
**Emotional Well-being and Work-Life**
+ Emotional well-being, mental health, and work/life resources powered by Spring Health
+ Wellness programs, including fitness program and equipment reimbursement
+ Child, adult, and elder back-up care support through Bright Horizons
+ Adoption assistance
+ College planning
+ Tuition reimbursement
+ Student loan assistance
+ Commuter benefits in select metropolitan areas
**Justice, Equity, Diversity & Inclusion (J.E.D.I.)**
+ Employee Resource Groups that advocate for inclusion and diversity
+ J.E.D.I. certification and training programs
+ Matching gifts/volunteering
_Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [ Email address blocked ] - Click here to apply to Advanced Markets Specialist IV
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
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