Strategic Analyst

Professional Alternatives

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Job ID#: 10932

Strategic Analyst needed immediately for an executive benefits consulting firm!


Direct hire to 65K with the right experience

Fully remote role


Primary targets


  • Assist the SVP of Design & Product developing financial models, running financial analysis, insurance illustrations and assisting in the organization of presentations for complex benefit solutions.
  • Ensure accuracy and effective follow-through on all projects.
  • Additional duties include providing administrative support on a broad range of technical deliverables and reports.



  • Run financial modeling upon request.
  • Run Permanent life insurance illustrations upon request and doing so through multiple carrier’s software.
  • Build strong knowledge of all Permanent life insurance including Survivorship, Index Universal Life, Universal Life, Whole Life and Private Placement Life Insurance.
  • Build strong knowledge of all Annuities including Single Premium Immediate Annuity, Fixed Index Annuity, Variable Annuity, and Private Placement Variable Annuity.
  • Assist in developing the optimal life insurance solution for the goals presented by the producer or client.
  • Assist in preparing solutions in a format that is appropriate for a client.
  • Assist with any application process between client and insurance carrier.
  • Assist with underwriting process and ordering medical requirements.
  • Upon request, assist in client service or sales calls to discuss solutions, contract language, underwriting or questions around the plans in question.
  • Build strong customer relationships, establishing confidence, trust and rapport to ensure customers have a positive experience.
  • Assist the Regional Managers team in the annual review process by pulling together any relevant in-force illustrations.
  • Develop an understanding of carrier websites and where to locate necessary information.
  • Consistently work to improve knowledge base by attending carrier webinars, presentations, and continuing education.
  • Participate as a team member in special projects and team meetings.
  • Continue to develop a strong understanding of executive benefit planning and industry knowledge.
  • Must be proficient with the following formulas: IRR, NPV, PV, FV, PMT, RATE, IF, IFS, GOALSEEK, FORECAST, VLOOKUP, INDEX, SUMIF, COUNTIF, OFFSET


  • Analytical, able to analyze complex data, and have accuracy and decisiveness
  • Strong organizational, verbal and written communications skills
  • High level of reliability and dependability
  • Expertise in Excel is a must.
  • Proficiency in PowerPoint and Adobe is preferred
  • Life insurance case design experience is a plus.
  • Life insurance license is a plus but not required.



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