What are the responsibilities and job description for the Senior Life Insurance Financial Analyst position at Winged Keel Group?

Job Description

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, Houston, New York, Richmond, San Francisco, Washington, D.C., Atlanta, 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 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.

Position Responsibilities :

Analytics

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

Communication

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

Compliance

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

Documentation

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

Leadership

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

Ideal Candidate will Possess the Following :

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

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

Working Conditions / Demands / Complexity :

Attractive annual compensation package is commensurate with experience

Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.

FnsQwRhGZ7

Apply for this job

Receive alerts for other Senior Life Insurance Financial Analyst job openings

Senior Life Insurance Financial Analyst

What are the responsibilities and job description for the Senior Life Insurance Financial Analyst position at Winged Keel Group?

What is the career path for a Senior Life Insurance Financial Analyst?

Job openings at Winged Keel Group

Not the job you're looking for? Here are some other Senior Life Insurance Financial Analyst jobs in the Boston, MA area that may be a better fit.

We don't have any other Senior Life Insurance Financial Analyst jobs in the Boston, MA area right now.

AI Assistant is available now!