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Wisconsin - Director, Executive Benefits Advanced Sales Specialist
Refer job# PS6H24881
Director, Executive Benefits Advanced Sales Specialist
The candidate will assist in the development and effective implementation of advanced planning systems, proposal systems, products, and services for uniform delivery of supplementary Executive Benefits to credit unions, credit union system organizations, and related entities. Monitor and document Executive Benefits Specialists proposal and plan design activities for compliance with NCUA, IRS, SEC and Insurance Industry regulations. Monitor the appropriate use of funding products. Consult with the Executive Benefits Specialists on advanced cases of Executive Benefits sales and plan development activities with the intent of assisting in acquisition of premium revenue. Provide expert advice and technical guidance for plan administration. Provide advanced sales support, advanced planning, joint work, case design, for a state of the art Executive Benefits Program. Work with attorneys, CPA s and other professional advisers on case design to ensure proper understanding of unique credit union system considerations. Work directly with high profile credit union system executives on their sensitive personal benefits programs as needed. Oversee and coordinate the technical content of communications and promotional materials supporting Executive Benefits marketing programs including marketing pieces, white papers, and web site content. To design and deliver presentations at conferences and credit union industry association meetings on executive benefits topics. Validate technical content for presentations other Speakers Bureau Members use when presenting executive benefits topics. Write articles or secure third party writers for Executive Benefits topics to place in credit union industry publications. Act as the Executive Benefits liaison with association marketing to assist in the negotiation and management of the endorsement relationship with the Credit Union Executives Society, and other association relationships with Corporate Credit Unions, Leagues, CUNA, LICU. Monitor Product usage and performance as it relates to use by the Executive Benefits business - Provide business/sales input into new product development and perform due diligence reviews. Engage with external third parties to establish and implement relationships for institutional products used by the Executive Benefits program for appropriate funding solutions. Design and provide technical content for training and certification programs for Specialists and other Executive Benefits team members. Monitor legal, NCOS, and tax regulations and amend Executive Benefits Activities as necessary to comply with regulations. Provide business subject matter expertise to our corporate legal and finance areas to champion expanded sales opportunities for the Executive Benefits program. This may involve use of new or existing products for funding sources or plan design concepts meeting the NCUA and IRS guidelines. Will have staff management accountability for 0-10 employees.

The candidate should preferably have a Law (J.D.) degree. Must have 8-10 years of work experience working in advanced sales at other industry leading companies in insurance. Demonstrated knowledge and understanding of premium calculation and collection, underwriting, claims processes, distributions, communications, marketing, field activities (including training, league activities, legislation, government relations, and lending processes) is required. One or more professional designations including CLU, ChFC, REBC, CFP, CPA, CFA is required. FINRA Series 7 and Series 66, or ability to obtain within 6 months needed.
This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

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