Legal Counsel - Estate Planning & Tax Responsibilities: Provide direction to Life Staff and supervise special projects. Advise and assist management, sales representatives and staff on estate and business planning issues. Train sales representatives on advanced life and retirement issues to improve life and disability sales. Oversee the investigation and resolution of complaints. Monitor Company procedural and compliance issues pertaining to life, disability income and retirement products.
Qualifications: JD Degree and current license to practice law in Minnesota. Prefer designations including CLU or ChFC, and/or LLM degree in estate planning or taxation. 3-5 years work experience in general business environment demonstrating estate planning, taxation or advanced underwriting knowledge.
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