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Financial Analyst

4 months ago

Portland, United States M Financial Group Full time
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Financial Analyst to join our team

This position is responsible for financial analysis of insurance products and nonqualified employee benefit plans for potential new and existing corporate clients.

RESPONSIBILITIES

Project Management/Case Development

  • Prepare proposals for insurance and executive benefits marketing to for-profit and nonprofit corporations
  • Provide support to Marketers, including analysis and technical solutions, in the design of executive benefit plans and life insurance financing strategies
  • Use a variety of software programs to create life insurance illustrations and financial exhibits to project earnings, cash flows, yields, and internal rates of return of insurance policies
  • Complete analysis of illustrations, making recommendations regarding plan design, insurance carrier selection, product selection and configuration to maximize insurance and benefit performance within applicable constraints
  • Collaborate with marketing partners and insurance carriers throughout the country to create/design marketing proposals and negotiate underwriting offers
  • Coordinate work from other departments (Actuarial, Publications, Client Administration) to complete marketing proposals
  • Perform other duties as assigned


QUALIFICATIONS

  • Bachelor's degree in Finance, Accounting, Economics, Business, Math, or related area
  • Minimum of two years of related work experience in actuarial, accounting, finance or insurance environment with demonstrated ability to progressively assume increased responsibility
  • Project management skills
  • Health and Life Insurance License and Series 6 and 63 are a plus (must be able to obtain within 6 months of employment)
  • Proficiency and comfort with mathematical analysis and terms
  • Strong attention to detail, analytical and project management skills
  • Well-developed computer skills, including the use of the internet and Microsoft Word, Excel, and PowerPoint
  • Ability to establish and maintain effective working relationships with M Team members, carriers, and Member Firms
  • Excellent problem-solving skills as well as ability to exercise independent judgment and make decisions
  • Excellent oral and written communication skills
  • Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment, attention to detail and organization skills


COMPENSATION AND BENEFITS

Salary will be commensurate with relevant experience, knowledge, and skills.
You will also be eligible for an annual incentive plan bonus.

M Financial offers a comprehensive benefits package, including:

  • Medical/Vision Insurance
  • Dental Insurance
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Modern Health (Mental Health Therapy and Coaching)
  • Empathy (Bereavement Support)
  • Employee Assistance Program
  • Life Insurance
  • FSA (Health and Dependent Care)
  • HSA (for qualified medical plan)
  • Long-Term Care Insurance
  • 401(k) Match
  • Tuition Assistance


JOB CONDITIONS AND ENVIRONMENT

  • Extensive close work with documents, spreadsheets, and presentation materials
  • Extensive use of PC's, computer terminal, display, keyboard, and mouse


This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.