Job description
Job Details:
Responsibilities also include:
You will have opportunities to grow in your career. Our employees are encouraged to ask questions and learn on the job, and we are committed to promoting from within. We recognize your contributions with an exceptional rewards package that includes competitive pay and bonus programs, incredibly affordable health insurance, generous pension and 401(k) benefits, and gift matching and paid volunteer time to support your involvement in the community. Learn more about our Benefits.
All candidates must be legally authorized to work in the United States for any employer. Federated will not sponsor candidates for employment visa status, such as an H1-B visa. Federated does not interview or hire students or recent graduates with J-1 or F-1 visas or similar temporary work authorization.
If California Resident, please review Federated's enhanced Privacy Policy.
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Federated is seeking an attorney to provide technical and legal advice, sales solutions, training, and individual recommendations to Sales Representatives, new clients, and network attorneys in order to increase advanced life sales in the Life Company. This position requires an individual with strong communication and relationship building skills in a fast paced, customer-focused environment.
Responsibilities also include:
- Provides information and advises Sales Representatives on advanced life sales solutions, including legal/tax implications and comparison of strengths/weaknesses for available options in the areas of non-qualified annuities, business continuation and estate planning, non-qualified employee benefits, insurance design arrangements, and premium payment arrangements.
- Researches and advises others on federal tax laws and regulations that apply to individual life, annuity, retirement, disability, and estate and business planning products.
- Produces advanced life bulletins and brochures. Recommends sales methods to assist Sales Representatives in increasing sales.
- Participates in the development, maintenance, and training of the advanced life training curriculum, materials and manuals.
- Provides review of work relating to the federal anti-money laundering, OFAC compliance, and product suitability programs as needed.
- Investigates and resolves complaints as assigned.
Required Qualifications:
- Juris Doctorate and current license to practice law in Minnesota.
- CLU, ChFC, CFP, or other related designations preferred.
- Prefer 3 years' work experience in life insurance company legal operations, estate planning, tax law or sales demonstrating the ability to analyze and interpret complex legal and tax issues as well as effective case counseling management.
This position is located in our Owatonna, MN office location.
About Us:
At Federated Insurance, we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.
You will have opportunities to grow in your career. Our employees are encouraged to ask questions and learn on the job, and we are committed to promoting from within. We recognize your contributions with an exceptional rewards package that includes competitive pay and bonus programs, incredibly affordable health insurance, generous pension and 401(k) benefits, and gift matching and paid volunteer time to support your involvement in the community. Learn more about our Benefits.
All candidates must be legally authorized to work in the United States for any employer. Federated will not sponsor candidates for employment visa status, such as an H1-B visa. Federated does not interview or hire students or recent graduates with J-1 or F-1 visas or similar temporary work authorization.
If California Resident, please review Federated's enhanced Privacy Policy.
#LI-MG1
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