Advanced Markets Consultant

Advanced Markets Consultant needed for a direct hire opportunity with Yoh’s client located in New York City.

Job Details
Type: Direct hire
Location: Remote (NYC)
Salary: $150,000 (15% bonus potential)
 
Required

• Must have Juris Doctor JD degree
• CPA required
• Must have estate planning & business planning experience

 
The Business Resource Center (BRC) is client company's advanced sales department. We are an organization providing superior case consultation to our field force on their prospect and client situations. We concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are also leaders with vision in the advanced market's world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure client company's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients!
 
You are

• A customer focused professional who can adapt to change, think critically, collaborate well with others, and demonstrate initiative.

 
You will

• Provide superior case consultation and sales support to client company's agency leaders, financial representatives, and brokers (“producers”) to assist producers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
• 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 collaborators 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 mentality of a producer.
• Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.
• Thoroughly analyze case situations to ensure that client company's producers are doing right by the client and providing comprehensive planning advice.
• Provide subject matter expertise and collaborate with other client company's departments on projects, committees, and company initiatives to improve processes, service and product offerings as needed.
• Apply unique planning and sales concepts to drive activity and sales within the advanced markets space.

 
You have

• Proven experience in advanced markets/business owner market
• Superior verbal, written and presentations skills
• 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., DBO, BOE and Business Reducing Term)
• Superior analytical and research skills
• The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines
• CPA required
• JD degree, LLM in Taxation, and/or other specialized designations (e.g., CFP/CLU/ChFC) strongly preferred
  
  

Note: Any pay ranges displayed are estimations.  Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description.  All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.  All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.