Supports field advisors through inbound consultations, financial planning guidance, investment and annuity product education, competitor analysis, and complex case resolution. Advises on taxes, retirement, investments, regulations, product suitability, and client goals. Acts as a subject matter expert, contributes to training and coaching, collaborates cross-functionally, and supports sales-process improvements. Requires financial services experience, investment knowledge, consulting ability, and FINRA registration credentials.

Provides insurance product education, case consultation, and sales coaching to financial representatives. Analyzes client needs, existing coverage, product options, competitors, and regulatory requirements to recommend needs-based solutions. Serves as a product subject matter expert, resolves complex cases, delivers training, supports advisor development, and stays current on insurance products, markets, regulations, and financial planning practices.