Federated is seeking an attorney to provide technical and legal advice, sales solutions, training, and individual recommendations to Sales Representatives, new clients, and network attorneys in order to increase advanced life sales in the Life Company. This position requires an individual with strong communication and relationship building skills in a fast paced, customer-focused environment.
Responsibilities also include:
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Provides information and advises Sales Representatives on advanced life sales solutions, including legal/tax implications and comparison of strengths/weaknesses for available options in the areas of non-qualified annuities, business continuation and estate planning, non-qualified employee benefits, insurance design arrangements, and premium payment arrangements.
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Researches and advises others on federal tax laws and regulations that apply to individual life, annuity, retirement, disability, and estate and business planning products.
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Produces advanced life bulletins and brochures. Recommends sales methods to assist Sales Representatives in increasing sales.
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Participates in the development, maintenance, and training of the advanced life training curriculum, materials and manuals.
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Provides review of work relating to the federal anti-money laundering, OFAC compliance, and product suitability programs as needed.
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Investigates and resolves complaints as assigned.
Required Qualifications:
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Juris Doctorate and current license to practice law in Minnesota.
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CLU, ChFC, CFP, or other related designations preferred.
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Prefer 3 years' work experience in life insurance company legal operations, estate planning, tax law or sales demonstrating the ability to analyze and interpret complex legal and tax issues as well as effective case counseling management.
This position is located in our Owatonna, MN office location.
Associate In-House Counsel pay range is $98,300 to $149,500. Pay may vary depending on job-related factors, individual experience, skills, knowledge, etc. More information can be discussed with a member of the Recruiting team.
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