AVP-Advanced Solutions

Overview

This role provides planning and direction for the advanced solutions area and applies technical knowledge to support the marketing of business unit products related to estate, business, executive benefit, and personal planning cases.

Responsibilities

• Provide expertise, analysis, and recommendations to producers, regional market centers, home office, and/or clients’ professional advisors regarding complex estate, business, executive benefit, and financial planning cases, including specialized tax, legal, and accounting expertise.
• Draft and design marketing and sophisticated written materials for producers, attorneys, marketing and trust officers, and accountants.
• Design and present instructional materials for courses, seminars, and meetings to educate producers, attorneys, and CPAs.
• Direct activities for the advanced solutions area and participate in strategic planning for advanced solutions and business market segment.
• Coordinate with and through other home office departments to provide effective solutions and systems.
• Manage and motivate staff.
• Provide point-of-sale assistance on highly complex, large cases.
• Maintain the highest level of expertise in tax and legal matters concerning estate, business, executive benefit, and personal planning, and provide expertise to advanced solutions staff.
• Perform other job-related duties and special projects as required.

Requirements

• Requires a law degree from an accredited law school.
• Admittance to the bar in at least one state or CPA designation.
• Licensed in at least one state.
• 10 or more years related experience.
• Broad understanding of the sales process.
• Comprehensive knowledge of state and federal laws relating to estate planning and business insurance.
• Solid understanding of qualified plans, and appreciation of product features and market trends.
• FINRA Series 6 registration is required or must be obtained within 18 months of employment.

Preferred Qualifications

• CLU, ChFC, and/or CFP designation.

Compensation & Benefits

• Salary range: $179,000 - $285,000 / year
• Targeted base salary range.
• Non-sales positions may participate in a bonus program.
• Sales positions are eligible for sales incentives, and in some instances a bonus plan, where total compensation may exceed base salary depending on individual performance.
• Actual compensation will be based on geographic location, work experience, education, licensure requirements and/or skill level, and will be finalized at the time of offer.
• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal, or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible: Yes

Work Environment

• In-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA.).
• Strong preference for this role based in Des Moines, IA.
• Work arrangement will be determined with the leader based on several factors.

Work Authorization / Sponsorship

Not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States, including but not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

Applications will be accepted for 3 full days following the Original Posting Date (9/18/2026), after which the posting may remain open or be removed based upon applications received. If posted again, applications will be accepted for at least 1 full day following the Most Recently Posted Date (9/18/2026).