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3 weeks ago

VP, Advanced Concepts and Training - Life Insurance & Related Products

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Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Serve as the firm’s leading expert on advanced life insurance planning strategies, legislative developments, and sales concepts. Develop and deliver advanced planning content, white papers, and presentation materials, and design advisor training programs in-person and virtually. Partner with field leadership and trusted professionals to craft client-specific solutions and represent the company in conferences and webinars. Monitor regulatory and tax trends and translate their impact for advisors and internal teams.

Location: Minnesota

Workplace: Remote

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Sr. Director level

Key Responsibilities

•Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts.
•Create and publish white papers, sales concepts, and presentation materials on legislative and regulatory issues affecting life insurance strategies.
•Design and lead advisor training programs in-person and virtually to strengthen understanding of advanced applications and sales concepts.
•Partner with field leadership, advisors, and trusted professionals to craft client-specific solutions and drive measurable results.
•Serve as a technical resource and thought leader in conferences and webinars, while monitoring pending legislation, tax developments, and regulatory trends.

Travel: Medium travel

Pay and Benefits

Salary: USD 101,000 - 200,000 annually

Perks:Paid Leave401kHealth Insurance

Key Requirements

•Juris Doctor (JD) required.
•Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within financial services.
•Advanced credentials (CLU®, ChFC®, CFP®) highly preferred.
•Proven ability to develop compelling, compliant, results-driven sales concepts and technical training content.
•Outstanding written, verbal, and presentation skills for both technical and non-technical audiences.

Experience:10+ yearsLife insuranceFinancial servicesBrokerage

Education:Professional (JD, MD, etc.)

Skills:CommunicationPresentation

Certifications:CLUChFCCFP

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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