Business Resource Center, Advanced Planning Consultant

The Business Resource Center (BRC) is Guardian’s advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces.

Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian’s agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients.

You will

Utilize proprietary software platforms to uncover sales opportunities for Guardian’s various product lines, including life and disability insurance, mutual funds and annuities, by:

• Preparing business valuations and model income and estate tax reductions strategies
• Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns
• Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses
• Work closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space.

Additional Responsibilities Include:

• Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
• Work closely with Guardian’s broker dealer (Park Avenue Securities) to drive revenue through PAS’s multifaceted product platform.
• Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client’s professional tax and legal advisors on concepts and techniques unfamiliar to them.
• Demonstrate superior presentations skills in all areas of advanced planning.
• Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets.
• Collaborate with key enterprise-wide collaborators to facilitate “one-stop shopping” for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
• Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
• Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.

You have

• Juris Doctor (JD) law degree required
• CPA preferred
• CFP/CLU/ChFC preferred
• Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
• Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
• Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
• Superior verbal, written and presentations skills
• Superior analytical and research skills
• The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines

Leadership Qualities:

• Analytical and Critical Thinking
• Ability to positively influence
• Adapt to change
• Collaborate Well with Others
• Customer Focus
• Demonstrate Initiative and Proactivity
• Accountable for Results
• Information Seeking
• Respect for Diversity
• Self-Assurance