About the position
The primary function of the Senior Case Design Associate is to create presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance portfolios. Additionally, this role also requires demonstrated success in training and mentoring others. This role supports the Client Relationship Managers by preparing client presentations primarily in Excel, PowerPoint graphics, and written communications. This is an exciting role for someone who possesses effective leadership and management skills, the ability to meet deadlines in a fast-paced environment, manage projects, stay organized, complete highly detail-oriented work, intellectually curious, enjoys an entrepreneurial environment, and has strong technical, financial math, and analytical skills. This person will also get to work with a highly intelligent, energetic and collaborative team.
Responsibilities
- Illustrate the full spectrum of life insurance and annuity products for major life insurance carriers
- Support models of the strategies utilized to fund estate planning life insurance structures
- Support model strategies utilized to fund life insurance in a gift tax efficient manner
- Apply the income tax attributes of life insurance, and illustrate how to utilize those attributes to enhance after tax returns through a variable universal life or private placement life insurance policy
- Model alternatives for optimizing the performance of existing life insurance portfolios
- Prepare detailed Excel and PowerPoint presentations for clients and advisors
- Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc.
- Communicate complex financial information in a clear and concise manner, either written or verbally with either internal stakeholders and/or external parties
- Update, modify, and create bespoke presentations for the firm’s Client Relationship Managers (CRMs) to present at external conferences and teach-ins
- Follow compliance regulations around presenting information related to securities transactions
- Adhere to firm protocols and best practices on illustrating and modeling specific insurance products and strategies
- Support transition of each policy acquired beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service)
- Model compensation data on products acquired to provide to the Finance Department
- Follow established firm procedures and protocols as it pertains to quality control, case documentation, document management, and time tracking
- Train, develop, and mentor Case Design Associates
- Be a firmwide resource on complex legal and tax issues providing expertise both to internal and external stakeholders
- Potential for additional departmental management responsibilities
Requirements
- MUST HAVE A minimum of 3 years’ experience in the life insurance industry
- Bachelor’s in Economics or Finance preferred
- Advanced proficiency in Microsoft Excel (Must be proficient in Vlookups, If/Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR)
- Superior financial math aptitude with the ability to perform advanced number crunching
- Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner
- Ability to work effectively with senior management and Principals
- Advanced proficiency in Microsoft PowerPoint and Word
- Strong presentation skills
- High attention to detail
- Effective listener and communicator
- Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment
- Ability to work well both independently and in a team environment
- Critical reviewer and creative thinker
Nice-to-haves
- Understanding of technical aspects in life insurance strategies preferred
- Knowledge of life insurance products, tax laws, and estate planning a plus
- Positive, can-do attitude
Benefits
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits
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