Talent.com
Business Resource Center, Advanced Planning Consultant
Business Resource Center, Advanced Planning ConsultantGuardian Life • Des Moines, IA, US
serp_jobs.error_messages.no_longer_accepting
Business Resource Center, Advanced Planning Consultant

Business Resource Center, Advanced Planning Consultant

Guardian Life • Des Moines, IA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. 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 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.

You will

Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by :

Preparing business valuations and model income and estate tax reductions strategies

Reviewing 1040 returns as well as 1120 / 1120S / 1065 business tax returns

Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses

Working closely with the BRCs Advanced Case Design Team to create proprietary / unique presentation packages / sales concepts to drive activity and sales within the advanced markets space.

Additional Responsibilities Include :

Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.

Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform.

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.

You have

Juris Doctor (JD) law degree required

CPA preferred

CFP / CLU / ChFC preferred

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

The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines

Leadership Qualities :

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

Self-Assurance

Salary Range :

$96,960.00 - $159,300.00

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.

Our Promise

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.

Inspire Well-Being

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. Explore our company benefits at www.guardianlife.com / careers / corporate / benefits . 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.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. 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 applicant_accommodation@glic.com .

Current Guardian Colleagues : Please apply through the internal Jobs Hub in Workday.

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 .

J-18808-Ljbffr

serp_jobs.job_alerts.create_a_job

Planning Consultant • Des Moines, IA, US

Job_description.internal_linking.related_jobs
Implementation Consultant

Implementation Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for an Implementation Consultant to manage the implementation of their platform for new customers.Key Responsibilities Own the technical setup, configuration, and quality tes...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Project Consultant

Project Consultant

Aspen Contracting • Grimes, IA, US
serp_jobs.job_card.full_time
Multiple territories available nationwide).Aspen Contracting is hiring driven, people-first sales professionals to join our nationwide team. If you’re ready to build a career with purpose, hel...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Business Development Consultant

Business Development Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Business Development Consultant in the Academics Division (Remote).Key Responsibilities Establish and maintain sales efforts and processes to ensure high-quality client...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Central Consultant

Business Central Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Business Central Functional Tester / Consultant.Key Responsibilities Conduct functional testing of Microsoft Dynamics 365 Business Central Gather requirements and faci...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Cortex XSIAM Consultant

Cortex XSIAM Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Cortex XSIAM Consultant to join a premier cyber security organization remotely.Key Responsibilities Serve as a Technical Consultant for the implementation of Cortex XSI...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Community Planning Project Manager

Community Planning Project Manager

Bolton & Menk, Inc. • Des Moines, IA, United States
serp_jobs.job_card.full_time
Bolton & Menk has an exciting opportunity for a Community Planning Project Manager to join our Des Moines office.As a Top Workplace, this is a fantastic chance to work with a talented team of profe...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Workday Adaptive Planning Consultant

Workday Adaptive Planning Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Workday Adaptive Planning Implementation Consultant.Key Responsibilities Lead and deliver all phases of Adaptive Planning implementation projects Conduct client discov...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Seasonal Senior Consultant

Seasonal Senior Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Seasonal Senior Consultant, CFO & Business Consulting - Transformation.Key Responsibilities Contribute to client deliverables and ensure alignment with professional sta...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
IBM Cloud Consultant

IBM Cloud Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for an IBM Cloud Consultant.Key Responsibilities Lead design and implementation of API- and Microservices-based architectures on IBM Cloud Develop and manage Business Proces...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
TMS Configuration Consultant

TMS Configuration Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Blue Yonder TMS Configuration Consultant.Key Responsibilities Lead TMS configuration, including setup, parameterization, and rule definition Translate business require...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Workplace Engagement Planning Leader

Workplace Engagement Planning Leader

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Workplace Engagement Growth Planning Leader.Key Responsibilities : Design and implement an integrated data framework for in-force planning to enhance customer engagement...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
AVP Business Solutions

AVP Business Solutions

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for an AVP, Business Solutions (REMOTE).Key Responsibilities Drive strategic priorities and identify improvement opportunities across the enterprise Implement technology and...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Workday Time Tracking Consultant

Workday Time Tracking Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.temporary
A company is looking for a Workday Time Tracking and Absence Consultant.Key Responsibilities Support ongoing Workday initiatives related to Time Tracking and Absence Implement and provide hands-...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Lead Solutions Consultant

Lead Solutions Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Solutions Consultant focused on Customer Success.Key Responsibilities Drive customer value realization by assessing platform usage and creating actionable optimiza...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Workday Scheduling Consultant

Workday Scheduling Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Workday PATT & Scheduling Consultant to lead the configuration and implementation of payroll and scheduling solutions. Key Responsibilities Lead the configuration and im...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
WFM Implementation Consultant

WFM Implementation Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a WFM Implementation Support Consultant.Key Responsibilities : Provide client-side implementation support for ADP clients transitioning to WorkForceManager Support pre-im...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Process Consultant

Business Process Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Issue Management Consultant.Key Responsibilities Lead execution of the Issue Management playbook and ensure timely resolution of major issues Coordinate resp...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Implementation Consultant

Senior Implementation Consultant

VirtualVocations • Des Moines, Iowa, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Implementation Consultant.Key Responsibilities Set up and install technical systems and applications for clients, including data mapping and process documentatio...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New Business Consultant - West Des Moines, IA

New Business Consultant - West Des Moines, IA

Principal Financial Group, Inc. • USA, Iowa, West Des Moines
serp_jobs.job_card.full_time +1
Here are a few examples of the kinds of things you'll do : .Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Residential Sales Consultant (Des Moines)

Residential Sales Consultant (Des Moines)

Pella Corporation • Des Moines, IA, US
serp_jobs.job_card.part_time
Pella Corporation is now looking for a Residential Sales Consultant for the Des Moines, IA territory.We are seeking a confident, outgoing Sales Consultant who is self-disciplined and enjoys a chall...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted