Estate Planning Expert 職務概要 Estate Planningエキスパートは、MLJのエキスパートチームの一員として、主に相続・事業承継・死亡給付に関する専門知識を活かし、顧客、募集人(独立代理店含む)、および社内部門を支援する役割を担います。 個別の税務申告や法律判断を行うものではなく、相続準備に関する考え方、留意点、専門家活用の方向性を分かりやすく整理・提供することで、顧客体験および募集品質の向上に貢献します。 主な職責 相続・事業承継・死亡給付に関する複雑な内容を、顧客・募集人向けに分かりやすい説明資料、プレゼンテーション、教育コンテンツとして作成 募集時における相続準備に関する説明資料の作成(誰に相談すべきか、どのような準備が必要か等) 死亡給付金支払い時における、相続発生後の一般的な流れ・留意点の説明支援 募集人・独立代理店に対するコンサルテーション支援(相続準備における論点整理、専門家連携の考え方) セミナー、研修、ウェビナー等での講演・登壇(募集人、代理店、社内向け) 社内部門(商品、マーケティング、営業、引受、法務等)への専門的サポートおよびコンテンツレビュー 相続・税制・関連法令の動向を継続的にフォローし、コンテンツへ反映 大規模イベント、シンポジウム、外部メディア対応(必要に応じて) 必要なスキル・経験 税務・相続・事業承継・保険を含む資産承継分野での実務経験 金融機関における相続関連の業務経験があれば尚可 専門的な内容を、非専門家にも分かりやすく伝える資料作成・説明力 プレゼンテーションおよび文章作成能力 社内外の関係者と協働できる高いコミュニケーション能力 最新の税制・制度改正を継続的にキャッチアップする姿勢 About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider,
Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale — unleashing the potential of businesses and people. The Elastic Search AI Platform, used
Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale — unleashing the potential of businesses and people. The Elastic Search AI Platform, used
About the Role: Grade Level (for internal use):10 Company Overview (S&P Global) S&P Global is a place to learn, grow, and advance your career with talented colleagues. The division of this hiring is Energy. We challenge
About Agoda At Agoda, we bridge the world through travel. Our story began in 2005, when two lifelong friends and entrepreneurs, driven by their passion for travel, launched Agoda to make it easier for everyone to
Overview Japan – Frontier Industry Advisor – Financial Services Are you passionate about banking & Insurance industry transformation for the Frontier AI era? Financial Services(FSI) is undergoing a fundamental shift in how institutions grow, operate, manage
Fitch Solutions is seeking a Customer Success Manager to join our Tokyo office. This is a great opportunity for an emerging Customer Success professional ready to take ownership of a diverse client portfolio. Fitch Solutions is
Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments,
Fitch Solutions is seeking a Customer Success Manager to join our Tokyo office. This is a great opportunity for an emerging Customer Success professional ready to take ownership of a diverse client portfolio. Fitch Solutions is
Overview The Central Marketing Organization (CMO) inspires, acquires, and engages Microsoft customers & partners by driving commercial integrated marketing strategy and plans to achieve business growth objectives. CMO accelerates the region’s growth agenda by driving customer
Overview Orchestrates global teams to gather information, collaborate on performance markers, and identify potential risks in customer accounts. Partners with customers and/or partners to provide innovative solutions in new industries, and to integrate Microsoft technology in
JOB DESCRIPTION: Electrophysiology Regional Sales Manager About Abbott Abbott is a global healthcare leader creating innovative science to improve peoples health. We look to the future and continuously advance medical science and technology to help people
Overview Digital Sales Enterprise, empowers our customers through the unique value of the Microsoft Cloud by building a globally led, digital-first scale organization aligned with partners. As part of our local subsidiaries around the world, you
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to
Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global
Overview 我々は、急速に進化するサイバーセキュリティ分野に強い関心を持ち、不確実性の中でも学び続け、挑戦する姿勢を大切にしています。Microsoft Security は「世界をより安全にする」という重要な使命を担っており、その最前線で AI 時代のセキュリティをリードし、お客様の成功に貢献できるソリューションエンジニアを募集しています。このポジションでは、Security Solution Area Specialist と連携しながら、Microsoft のクラウドサービスやセキュリティプラットフォームの技術的価値をお客様に届け、導入の意思決定を後押しします。業務の約 75% は、技術提案、デモ、POC、ワークショップなどの顧客対応が中心となり、残りの 25% は技術力・業界知識のアップデートに充てられます。AI の時代において、セキュリティは AI 活用の前提条件です。Microsoft は、人と AI エージェントが協働する Frontier Firm への変革をお客様とともに進めています。本ポジションでは、Microsoft Security Copilot やエージェント型 AI によるセキュリティ運用の変革(AI for Security)と、生成 AI アプリケーションやエージェント自体を守る態勢づくり(Security for AI)の両面から、お客様の技術的な意思決定をリードしていただきます。扱う領域は、Security Copilot
General information Location: Ariake - Tokyo, Japan Additional Location: Ota - Japan - Uchigashima-cho Job Family: Sales Worker Type Reference: Regular - Permanent Pay Rate Type: Salary Career Level: P3 Job ID: R-51960-2026 Apply Facebook LinkedIn X
Who are we? Equinix is the world’s digital infrastructure company®, shortening the path to connectivity to enable the innovations that enrich our work, life and planet. A place where bold ideas are welcomed, human connection is
Coupa makes margins multiply through its community-generated AI and industry-leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global
Our Mission At Palo Alto Networks®, we’re united by a shared mission—to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real-world problems with cutting-edge technology and bold thinking.