Advanced Markets - Tax Planning Consultant

The Business Resource Center (BRC) is Guardian’s advanced sales department and we are seeking a Tax 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 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.

You Will

• 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 prospects and clients and drive sales.

• Analyze balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses and unlock sales opportunities for Guardian’s financial representatives.

• Review 1040 personal returns as well as 1120/1120S/1065 business tax returns to uncover sales opportunities for Guardian’s various product lines, including life and disability insurance, mutual funds and annuities.

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

• Prepare business valuations and utilize tax planning software platforms to model entity and compensation changes as well as income and estate tax reductions strategies

• 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 Guardian producers are doing right by the client and providing comprehensive 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 unique planning and sales concepts to drive activity and sales within the advanced markets space.

• 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.

You Have

• Juris Doctor (JD) law degree required

• CPA preferred

• 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 proj