Guardian Life · 5 months ago
Business Resource Center, Advanced Planning Consultant
United States
Full-time
Remote
Senior Level
$116K/yr - $191K/yrGuardian Life is seeking an Advanced Planning Consultant for their Business Resource Center, which focuses on providing advanced sales support and case consultation. This role involves utilizing software platforms to identify sales opportunities and collaborating with financial representatives to develop advanced planning strategies for high-income and high-net-worth clients.
DentalFinancial ServicesHardwareInsuranceLife Insurance
Responsibilities
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
Work 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
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
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
Qualification
Required
Juris Doctor (JD) law degree required
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
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
Preferred
CPA preferred
CFP/CLU/ChFC preferred
Benefits
Support and flexibility to achieve your professional and personal goals
Skill-building
Leadership development
Philanthropic opportunities
Opportunities to build communities and grow your career
Contemporary, supportive, flexible, and inclusive benefits and resources
Company
Guardian Life
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
Founded in 1860
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2016-08-23Non Equity Assistance
Leadership Team
Andrew McMahon
Chairman and CEO
Michael Prestileo
Chief Strategy Officer
Recent News
2025-12-11
Company data provided by crunchbase