Associate Counsel – Advanced Planning

This is a fully remote position, open to applicants in Alabama, +44 more states.

📋 Description

• Deliver prompt written and verbal consultations on intricate life insurance opportunities related to wealth transfer, estate planning, business succession, charitable planning, executive benefits, and associated tax matters.

• Evaluate complex client scenarios and devise practical, technically sound planning strategies that align with company guidelines and risk principles.

• Collaborate with sales professionals and distributors to clarify objectives, identify planning considerations, and convey recommendations.

• Independently manage inquiries, conduct research, follow up, and communicate with stakeholders.

• Act as a technical expert on federal estate, gift, generation-skipping transfer, income, and related tax issues.

• Investigate emerging planning strategies, legislative and regulatory changes, and industry trends.

• Assist with intricate legal, regulatory, and compliance issues within the company's risk framework.

• Work alongside Legal, Compliance, Underwriting, Product, Operations, Marketing, and Sales leadership.

• Create and review educational, promotional, and technical advanced-markets materials.

• Conduct legal and technical assessments of materials for accuracy, clarity, and compliance with applicable standards.

• Develop and deliver educational content for both internal and external audiences.

• Present at conferences, study groups, webinars, producer meetings, and internal forums.

• Contribute innovative ideas for new content and market-oriented resources.

• Engage as an Advanced Markets subject matter expert on product, underwriting, marketing, distribution, new-market, and business initiatives.

• Foster relationships with internal and external stakeholders.

• Lead or participate in research projects, working groups, industry committees, and strategic initiatives.

• Share field intelligence and technical insights to support business growth, product positioning, and responsible innovation.

⛳️ Requirements

• Juris Doctor degree.

• Admission to at least one U.S. state bar in good standing.

• A minimum of 4 years of relevant professional experience in high-end estate planning, private wealth, life insurance, advanced markets, tax, business planning, or a closely related field.

• Proven technical knowledge in sophisticated estate and wealth transfer planning, as well as business planning.

• Strong understanding of the life insurance industry, its products, sales strategies, and advanced planning concepts.

• Capability to analyze complex legal and tax issues and convert them into practical guidance.

• Experience in marketing or content development, with a keen interest in editorial drafting and creating educational or promotional materials.

• Excellent writing, editorial, project management, organization, and customer service skills.

• Outstanding communication and presentation abilities.

• Highly developed negotiation, influencing, and networking skills.

• Willingness to travel to industry and distributor conferences and meetings.

🏝️ Benefits

• Incentive programs and performance-based compensation linked to business and individual achievements.

• Health insurance coverage.

• Dental insurance coverage.

• Mental health benefits.

• Vision insurance coverage.

• Short-term and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness benefits.

• Employee and family assistance programs.

• Retirement savings plans, including pension and 401(k) options.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Up to 11 paid holidays each year.

• 3 personal days each year.

• 150 hours of vacation time annually.

• 40 hours of sick leave annually, or more as required by law.

• Statutory leaves of absence.

• Flexible work environment.

• Support for learning and career growth.

• Well-being and inclusion support.