![How One Brand Solved the Marketing Attribution Puzzle [Video]](https://contentmarketinginstitute.com/wp-content/uploads/2025/03/marketing-attribution-model-600x338.png?#)
![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
![How to Use GA4 to Track Social Media Traffic: 6 Questions, Answers and Insights [VIDEO]](https://www.orbitmedia.com/wp-content/uploads/2023/06/ab-testing.png)
![[HYBRID] ?? Graphic Designer](https://a5.behance.net/cbf14bc4db9a71317196ed0ed346987c1adde3bb/img/site/generic-share.png)
Tax Planning Consultant
A company is looking for a Juris Doctor w/ Life Insurance, Tax & Market Expert. Key Responsibilities Provide case consultation and sales support to financial representatives and brokers Analyze financial statements and tax returns to identify sales opportunities Educate producers on advanced planning recommendations and collaborate with internal teams Required Qualifications Juris Doctor degree (JD) is required Minimum of 5 years' experience in advanced markets/business owner market CFP/CLU/ChFC certification preferred Expert knowledge of tax planning and advanced markets concepts Working knowledge of life and disability insurance for businesses
A company is looking for a Juris Doctor w/ Life Insurance, Tax & Market Expert.
Key Responsibilities
Provide case consultation and sales support to financial representatives and brokers
Analyze financial statements and tax returns to identify sales opportunities
Educate producers on advanced planning recommendations and collaborate with internal teams
Required Qualifications
Juris Doctor degree (JD) is required
Minimum of 5 years' experience in advanced markets/business owner market
CFP/CLU/ChFC certification preferred
Expert knowledge of tax planning and advanced markets concepts
Working knowledge of life and disability insurance for businesses