Collaborate with clients and their advisors to implement solutions
Benefits
Comprehensive health insurance
Retirement savings plan with employer matching
Paid time off and flexible working arrangements
Professional development opportunities
Supportive team environment fostering growth
Full Job Description
Description
General Position Summary
This position is a critical component of the overall mission of Cornerstone Advisors.
The individual is responsible for not only determining what information is needed from a prospect, but also disseminating, organizing, and analyzing the information and formulating a game plan that meets the prospect's objectives.
In addition to being an expert on advanced design concepts, the specialist also needs to be an expert on insurance products and their integration with the estate and business plan. Must be able to keep abreast of rapidly changing tax laws and integrate them into existing and new clients' estate and business plans.
Must be able to effectively communicate estate plan concepts to both clients and their advisors.
