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Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
The primary function of the Life Insurance Case Designer 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.
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 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.
Position Responsibilities:
Ideal Candidate will Possess the Following:
Compensation/Benefits:
Full Time
$64k-80k (estimate)
07/02/2024
07/21/2024
The following is the career advancement route for Wealth Planning Analyst positions, which can be used as a reference in future career path planning. As a Wealth Planning Analyst, it can be promoted into senior positions as a Strategic Planning Analyst II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planning Analyst. You can explore the career advancement for a Wealth Planning Analyst below and select your interested title to get hiring information.