Job Description:

JOIN OUR TEAM TODAY!One of our top Clients has a newly created Insurance Analyst and Case Designer (Life Insurance and Annuity) position available.YOUR ROLE:Develop compelling product illustrations for Financial Advisors and Retirement Planners to utilize during their client presentations.Analyze client's current policies and future planning needs.Provide reasonable and understandable product or outcome concepts derived from complex calculations.Develop and maintain a knowledge base of insurance products offered by this firm.Understand, Illustrate and present a spectrum of insurance and annuity productsPrepare complex and technical Excel presentations for clients and AdvisorsUnderstand the income tax attributes of life insuranceannuity, and how changes in tax and other legislation will impact the analyses WHY YOU ARE THE RIGHT PERSON:Bachelor's degree in Business, Marketing, Finance, Economics, Math andor 3+ years in a Case Design, Actuary, or Underwriting role within a financial services practice.Advanced MS Excel skillsKnowledge of life insurance and annuity productsStrong ability to understand, evaluate, and present technical and analytical information