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Advanced Markets Operations Consultant

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Sammons Financial Group

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Location:
United States , West Des Moines

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Category:
Finance

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Contract Type:
Not provided

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Salary:

84721.00 - 176501.00 USD / Year
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Job Description:

Responsible for managing the operations of Advanced Markets including premium finance, training, marketing, and benchmark metrics. Ensure these functions reflect a focus on the high-net-worth and business owner market. Coordinate these operations in accordance with our Company's overall goals and initiatives.

Job Responsibility:

  • Manage the integrity of premium finance operations
  • Coordinate with Life Distribution, Marketing, Underwriting, and other internal partners
  • Work closely with outside premium finance vendors and facilitators, lenders, agencies, and advisors
  • Partner with sales distribution teams to provide premium finance training, case consultation, and logistical support
  • Analyze the various forms of premium finance and their corresponding product, tax, legal, and sales impacts
  • Gather, manage, interpret and deploy premium finance metrics
  • Work with the Market Intelligence area to identify Advanced Markets opportunities
  • Analyze the competitive life product landscape
  • Collaborate with internal Marketing team(s) to ensure Advanced Markets website and digital resources are updated
  • Assist in the creation and delivery of high impact, engaging training
  • Work with the Advanced Markets team to provide assistance with advanced planning cases
  • Commitment to embrace shared values
  • Regular attendance
  • Participate in other initiatives and/or projects as necessary

Requirements:

  • Bachelor's Degree in Business, Accounting, or Marketing Preferred
  • Minimum 7 years' experience in life marketing, agent training, and other life insurance areas Preferred
  • Minimum 6 years' experience in premium finance and other Advanced Markets case consultation Preferred
  • Minimum 6 years' experience in formal documentation and adult learning, training, and/or education Preferred
  • Experience with advanced illustration and case design systems (e.g. Insmark) Preferred
  • Highly-developed communication skills (written and verbal)
  • Outstanding analytical skills
  • Impactful ability to explain complex ideas
  • Strong collaborator
  • Significant exposure to a broad sampling of training industry standards and best practices
  • Proven ability to interact with associates and senior management
  • Strong organizational skills
  • Achievement-orientated and possesses strong problem solving, decision making, strategic, and process thinking skills
  • Self-motivated with the ability to work independently
  • Results oriented team player
  • Proficient use of Excel, Outlook, PowerPoint, and Word
  • CLU Preferred
  • ChFC Preferred
  • CFP Preferred
  • JD optional
  • 5% travel to other office locations
  • Criminal background check required

Nice to have:

  • CLU
  • ChFC
  • CFP
  • JD
What we offer:
  • Health
  • Dental
  • Vision
  • Company Paid Retirement
  • PTO
  • Holiday Pay
  • Employee Stock Ownership Plan (ESOP)
  • Friday afternoons off all year long
  • Incentive program

Additional Information:

Job Posted:
January 29, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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