ERISA/Employee Benefits/Attorney/In House/Chicago, Illinois Counsel Jobs in Illinois - 85704 | Submit Resume | General Counsel Consulting
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Melinda Burrows
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Energy Service Company
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ERISA/Employee Benefits/Attorney/In House/Chicago, Illinois
Refer job# TUCN85704
 
Employee Benefits Legal Compliance Leader - National Location Marketplace Duties: Provide advanced planning legal and technical support to the retail and wholesale sales professionals of Private Client Life Insurance Services as they develop solutions for clients. Educates team members on advanced planning topics, providing bulletins as tax laws change to facilitate current knowledge of the Life and Long-term care emerging issues. Scope of work is Marsh High Net Worth Business. Provide tax and technical support and training on complex life, long-term care insurance and annuity related tax, estate planning, business insurance, qualified and non-qualified plan and funding issues. Provide sales and technical support to higher-level sales and marketing leaders within MPCLIS, within both the retail channel as well as the wholesale channel. Conduct in-person broker presentations, as requested. Provide legal and tax review of material submitted for compliance review to assure conformity with state insurance laws, NAIC and FINRA regulations. Provide written legal analysis on issues at the request of the Business Leader or Sales Leader. Draft and/or update advanced markets sales and marketing point of sale material. Conduct training on advanced planning topics for colleagues . Conduct case-design consultations, as requested. Draft and/or update advanced markets sales and marketing point of sale material.

Qualifications: Bachelor's degree, J.D. Degree and/or LL.M in taxation; Bar admission. Life / Health Insurance License and FINRA registration strongly recommended. 10+ years of experience in fields of law, life insurance and taxation and/or sales.
 
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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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