Looking for candidate with Law Degree (J.D.), and one or more professional designations: CLU, ChFC, REBC, CFP, CPA, CFA. 8-10 years advanced sales in leading insurance, deferred compensation plans, 457’s, split dollar plans, COLI/BOLI,advanced underwriting, etc.
To lead and direct the Executive Benefits Program by developing and delivering marketing, sales, and technical support to credit union and credit union system CEO s, Senior Management, and Boards of Directors through the Executive Benefits Specialists by the development of advanced planning systems, marketing, case design and joint work, training programs, compliance monitoring, and support on all aspects of Executive Benefits with the goal to help achieve overall Corporate Services Enterprise objectives.
Job Responsibilities:
Advanced Planning - 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. In addition to monitor and document Executive Benefits Specialists proposal and plan design activities for compliance with NCUA, IRS, SEC and Insurance Industry regulations. To monitor the appropriate use of funding products. To 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.
Marketing - To 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. To 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, etc.
Monitor Product usage and performance as it relates to use by the Executive Benefits businesses. 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.
Training and Certification Programs - Design and provide technical content for training and certification programs for Specialists and other Executive Benefits team members.
Monitor tax laws and changes - monitor legal, NCUA, 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.
Position will have staff management accountability for 3-5 employees.
Job Requirements:
8-10 years’ work experience working in Advanced Sales at CUNA Mutual or other industry leading companies in insurance.
Demonstration of effective communication skills, leadership, and influence skills, and group facilitation skills.
Demonstrated knowledge and understanding of premium calculation & collection, underwriting, claims processes, distributions, communications, marketing, field activities (including training, league activities, legislation, government relations, and lending processes.
Proven ability to analyze abstract environmental trends, market feedback, and competitive intelligence to select and initiate high-return product development or brokered product procurement efforts.
Demonstration of effective conceptual skills, especially in marketing products and sales management concepts.
Demonstration of effective presentation skills.
Law Degree (J.D.) is required.
One or more professional designations including by not limited to CLU, ChFC, REBC, CFP, CPA, CFA.
(Relocation Benefit available)
Contact me @ kimberly.hughes@rightthinginc.com to apply.
Will respond to qualified candidates on an as-needed basis.
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