Shape insurance solutions as an Insurance Tax and Estate Planner. Partner with sales teams to provide strategic consulting and educational support for affluent clients.
This key role focuses on creating tailored tax and estate strategies for high-net-worth individuals through collaboration and relationship building. You'll be instrumental in implementing sophisticated product solutions while keeping abreast of relevant tax and regulatory changes. Contributing to the team’s thought leadership via industry associations is a vital aspect of the position.
Key Responsibilities:
• Provide expertise on tax and estate planning solutions
• Implement advanced product strategies for advisors
• Educate clients on applicable tax opportunities
• Build and maintain relationships with influencers
• Assist in creating customized client proposals
Requirements:
• 7+ years in related tax advisory roles
• Strong skills in analytical reasoning for planning
• Excellent organi...