Advanced Markets Consultant, The Business Resource Center

The Business Resource Center (BRC) is Guardian’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 Guardian’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 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.

• 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.

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

• JD degree, LLM in Taxation, CPA accreditation and/or other specialized designations (e.g., CFP/CLU/ChFC) strongly preferred

Salary Range

$114,080.00 - $187,415.00

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.