Strategic Analyst

Apply Now

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.

Responsibilities

• 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

Qualifications

• 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.

Apply Now