Demo

Life Insurance Business Analyst

Apex Systems
San Antonio, TX Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/17/2025

Job Title : Non IT Business Analyst

Job Location : San Antonio, Texas On-SIte

Role Type : Contract-1 year

Must Have : Selling Experience as a Life Insurance sales agent

  • Ability to listen to Life Insurance sales calls to draw reasonable conclusions on the appropriateness of the product recommendation / solution.
  • Ability to effectively communicate findings for appropriate resolution.

Role Description

Analyzes non-IT business problems and articulates requirements to support process improvement opportunities. Creates framework for assessing financial payback. Identifies alternative solutions and makes recommendation. Prepares documentation of current and desired state. Develops requirements and builds a common understanding between process owners and solution developers. Role demands ability to assess process performance, strong written and verbal communication skills, and experience in preparing ROI statements for proposed investments.

Required Skills

  • Experience as a Life Insurance sales agent
  • Ability to listen to Life Insurance sales calls to draw reasonable conclusions on the appropriateness of the product recommendation / solution.
  • Knowledge of NAIC, State, and / or FINRA regulatory requirements (preferred).
  • Ability to effectively communicate findings for appropriate resolution.
  • Strong attention to detail.
  • Task oriented.
  • Experience with Health, Annuity and / or Investment products (preferred).
  • Microsoft Suite Proficient
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