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Director of Advanced Sales
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- working directly with our highest profile advisors, clients and their tax & legal counsel;
- consulting internally with risk, underwriting, legal and actuarial professionals; and
- Provide technical expertise and training on tax and legal issues affecting sales ideas and practices, marketing material and illustration development.
- Direct and participate in the development and presentation of advanced sales training for regional sales directors, channel partners and financial professionals.
- FINRA Series 7, 24 and 66 (or ability to obtain within 12 months)
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