• Collaborate daily with wholesalers, financial professionals, and internal stakeholders to develop and present consultative and customized solutions for complex financial needs, including retirement planning, estate planning, business succession, executive benefits, tax strategies, and charitable giving. • Present advanced sales strategies, case consultations, and content via webinars, public speaking at industry events and conferences, and telephone support. • Assist in developing sales ideas, marketing collateral, presentations, whitepapers, and assorted material to promote and position advanced sales strategies and insurance solutions. • Work closely with sales leaders and wholesalers to train and enhance their understanding of advanced sales strategies. • Proactively communicate changes in tax law, industry trends, and regulatory developments that affect advanced sales strategies. • Provide detailed knowledge of life insurance, annuities, and other financial products to financial professionals. • Build and maintain strong relationships with wholesalers, financial professionals, and key partners to foster long-term trust and collaboration.