Advanced Case Design Consultant
Company: VirtualVocations
Location: Spring
Posted on: April 6, 2025
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Job Description:
A company is looking for an Advanced Case Design Consultant.
Key Responsibilities
Create and revise marketing materials and client presentations for
non-qualified deferred compensation sales
Provide case consulting and training to advisors and clients on
complex non-qualified deferred compensation plans
Develop financial models and complete documentation of materials
and illustrations
Required Qualifications
5 or more years of experience in advanced case design and taxation
of insurance
Expertise in Advanced Markets concepts, such as business and estate
planning
Working knowledge of non-qualified deferred compensation and
related plans
Bachelor's Degree
High level of accuracy in financial data entry and evaluation
Keywords: VirtualVocations, Conroe , Advanced Case Design Consultant, Professions , Spring, Texas
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