One of our top Clients has a newly created Insurance Analyst and Case Designer (Life Insurance and Annuity) position available.
YOUR ROLE:
Develop compelling product illustrations for Financial Advisors and Retirement Planners to utilize during their client presentations.
Analyze client's current policies and future planning needs.
Provide reasonable and understandable product or outcome concepts derived from complex calculations.
Develop and maintain a knowledge base of insurance products offered by this firm.
Understand, Illustrate and present a spectrum of insurance and annuity products
Prepare complex and technical Excel presentations for clients and Advisors
Understand the income tax attributes of life insurance/annuity, and how changes in tax and other legislation will impact the analyses
WHY YOU ARE THE RIGHT PERSON:
Bachelor's degree in Business, Marketing, Finance, Economics, Math and/or 3+ years in a Case Design, Actuary, or Underwriting role within a financial services practice.
Advanced MS Excel skills
Knowledge of life insurance and annuity products
Strong ability to understand, evaluate, and present technical and analytical information