Remote Senior Consultant - NQDC, COLI and ICOLI | WFH

Job Overview

Join our esteemed financial services organization as a Senior Consultant specializing in Nonqualified Deferred Compensation (NQDC), Corporate-Owned Life Insurance (COLI), and Individual Corporate-Owned Life Insurance (ICOLI). This remote opportunity allows you to leverage your expertise in a dynamic environment where you can significantly impact clients’ financial security.

Key Responsibilities

• Serve as the principal authority on nonqualified plans, fostering strong connections with internal personnel, regional affiliates, and external distributors.
• Spearhead the assessment and creation of customized plan designs, conducting comprehensive analysis on funding strategies, investment alternatives, and trustee selection.
• Cultivate and enhance client relationships, delivering ongoing support and strategic insights.
• Participate in initiatives aimed at improving service quality and optimizing operational processes.
• Deliver informative presentations on various aspects of nonqualified products and strategies, educating both internal teams and clients.
• Provide training for clients and colleagues on product architecture, performance metrics, market dynamics, and regulatory updates.
• Ensure accurate completion of all required compliance documentation.
• Demonstrate proactive problem-solving skills, effectively managing multiple priorities in a remote work environment.
• Commit to continuous learning and knowledge-sharing within the team.
• Maintain a high level of attention to detail and uphold confidentiality standards at all times.
  
  

Required Skills

• Possession of FINRA Series 6⁄7 and 63 licenses.
• A minimum of 10 years of experience in retirement services and corporate-owned life insurance, showcasing a proven ability in client management.
• A Bachelor’s degree from an accredited four-year institution.
• Exceptional analytical abilities, capable of interpreting intricate financial data and regulatory requirements.
• Strong written and verbal communication skills, including proficiency in crafting compelling presentations and reports.
• Proficiency in advanced mathematical concepts and spreadsheet applications.
• A collaborative mindset with a dedication to teamwork.
• CFA and/or CAIA certifications are advantageous.
  
  

Qualifications

The ideal candidate will have at least 10 years of relevant experience in retirement services and corporate-owned life insurance, coupled with a demonstrated history of successful client engagement. A Bachelor’s degree from an accredited institution is also required.

Career Growth Opportunities

We are committed to the professional development of our employees, offering opportunities for continuous learning and career advancement within our organization.

Company Culture And Values

Our company values inclusivity and diversity, fostering a collaborative work environment where every team member feels respected and valued. We believe that a diverse workforce strengthens our ability to serve clients effectively.

Compensation And Benefits

We provide a competitive salary aligned with experience, alongside a comprehensive benefits package that includes life insurance and a retirement plan, supporting your overall well-being.

Networking and Professional Opportunities

This role provides exceptional opportunities for networking within the financial services sector, allowing you to build valuable connections while enhancing your skills through collaboration with industry professionals.

Employment Type: Full-Time