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Advanced Markets Group Life Consultant (Charlotte, NC (Hybrid) or Remote)
Advanced Markets Group Life Consultant (Charlotte, NC (Hybrid) or Remote)-May 2024
Charlotte
May 1, 2025
ABOUT BRIGHTHOUSE FINANCIAL
Brighthouse Financial specializes in products designed to help people protect what they’ve earned and ensure it lasts.
1,001 - 5,000 employees
Financial Services, Insurance
VIEW COMPANY PROFILE >>
About Advanced Markets Group Life Consultant (Charlotte, NC (Hybrid) or Remote)

  Req Id: 4862

  Job location: Charlotte, NC, US, 28277

  Where you'll work:

  Our flexible, hybrid work model offers the option to work remotely or in the office.

  How you'll contribute:

  As an Advanced Markets Group Life Consultant, you will be responsible for partnering with other members of the Advanced Markets Group, sales & distribution team in the design and implementation of life insurance solutions that help our customers solidify their best client relationships, protect them from competitors, and help them generate revenue from within their existing practice. This role partners with our Life & Long-Term Care wholesalers and relationship management teams in case design, education and consultation around estate, business continuation, wealth & legacy planning.

  In this role, you'll get to:

  Design, deliver, and evaluate marketing and training programs Provide advanced markets sales strategies and consulting assistance to Brighthouse Financial sales personnel, relationship management and marketing professionals as well as financial professionals, their partners, and centers of influence (attorneys and accountants).Deliver technical expertise and training on legislative, tax and legal issues impacting products, sales strategies, marketing materials.Assist financial professionals and BHF sales management personnel with case presentation and case design preparation for complex life insurance strategies.Deliver in-person and virtual "main stage" and/or "breakout session" presentations on advanced markets topics in support of Brighthouse Financial sales teams as well as key account strategic relationship management teams.Deliver field-based state insurance license continuing education courses (CE) on behalf of BHF external sales force and relationship managers.Design, deliver, and evaluate marketing and training programs, seminars and other materials that further knowledge and experience in advanced markets concepts to both internal partners and external financial professionals.

  We're looking for people who have:

  10+ years of financial services industry experience.7+ years related case design/financial planning experience.FINRA Series 6 or 7 and 63.Life/Health Insurance license.At least one of the following: CFP, CPA, CLU, ChFC highly preferred.Strong main stage presentation, written communication, and interpersonal skills.High energy and effective team collaborative skills.Technical knowledge of financial planning issues regarding income tax, investment, retirement planning, estate planning, business owner planning and income tax management.

  Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

  What you'll receive:

  Compensation - Base salary is $70,000.00 to $85,000.00 plus competitive monthly variable sales incentive target based on sales results. Flexible Work Environment - Work remotely or in the office to better thrive in all areas of life.Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance.

   Travel :

  Up to 50%

  The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

  Why join us?

  Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.

  We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

  We're proud to be a Fortune® 500 company and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We're also honored to be named to Newsweek's list of Most Trustworthy Companies in America.

  * Ranked by 2022 admitted assets. Best's Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2023.

  From FORTUNE © 2023 Fortune Media IP Limited. All rights reserved. Used under license. FORTUNE and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, Brighthouse Financial.

  PI231880480

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