Advanced Markets Insurance Advisor If you have a relentless, burning desire to succeed and want to share our vision of being "the most trusted for our professional knowledge, integrity, and personalized service", then we would like to hear from you! Carson Wealth Management Group is headquartered in Omaha, NE, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for over $3 billion in Assets Under Advisement for high net worth families, business owners, professional athletes and institutions. We offer our clients Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning. We are seeking a motivated and energetic professional to assume the role of Advanced Markets Insurance Advisor. This is a great opportunity for the up-and-comer in financial services. Do you desire to become a member of a fast-growing, well-respected team in the financial planning industry that has been a leader in the financial services industry for the past 20 years? Join a team that has been identified in the top 15 of all brokerage and banks in Barron's since 2008. Advanced Markets Insurance Advisor Job Purpose: Provides service to clients' changing insurance needs by selling life, health, and disability insurance. Essential Functions: 1. Complex case expert - Consult with advisors on cases where greater experience is required. Interactions with advisors include advanced sales strategies, mining books of business, occasional point-of-sale assistance. 2. Advisor outreach - Follow-up on larger illustrations sent to advisors. Have discussions with advisors on pivoting between illustrations. 3. Strategy execution - Takes lead on sales initiatives inside a territory working in conjunction with the Territory Managers. Responsible for coordinating activity with other internals for items including call campaigns, creating email blasts, aiding in marketing collateral creation. Job Duties: Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Obtains underwriting approval by completing application for coverage. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications. Provides death benefits by delivering policy proceeds; reassessing client needs. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Enhances reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Qualifications: Bachelor's degree required, advanced designations (CFP, CLU, ChFC, JD) strongly preferred Life insurance license required, Series 6 & 63 preferred Minimum of 5 years experience in the brokerage, insurance, or financial industry, including a minimum of 2 years direct experience in advanced life insurance case design, illustration and sales process Microsoft Office Suite - Intermediate level Excellent phone and personal communication skill Strong attention to detail Drive for professional growth Ability to handle high volume, fast paced environment