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Strategic Advanced Planning Consultant

Job in Helena, Lewis and Clark County, Montana, 59604, USA
Listing for: Guardian Life
Full Time position
Listed on 2026-01-23
Job specializations:
  • Business
Job Description & How to Apply Below
A leading insurance provider is seeking an Advanced Planning Consultant to provide exceptional case consultation and identify advanced market opportunities. The ideal candidate must have a JD law degree and expertise in tax and exit planning. Responsibilities include leveraging proprietary software to expose sales opportunities and closely collaborating with financial representatives. This role is pivotal in driving sales within high income and business owner markets.
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