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Life Insurance Financial Consultant

2 months ago

Miami, Florida, United States APR Full time
Job Overview

Position: Life Insurance Financial Consultant (Case Designer)

Salary: Competitive base salary with additional bonuses, benefits, and potential profit sharing.

Role Summary:

As a Life Insurance Financial Consultant, your primary responsibility will be to assist clients in making informed decisions regarding their life insurance options. This includes the preparation of comprehensive presentations that clarify various insurance products and strategies.

Key Responsibilities:
  • Work closely with Client Relationship Managers to collect essential data.
  • Create intricate presentations utilizing Excel and PowerPoint to depict insurance solutions.
  • Evaluate funding strategies for life insurance to guarantee tax efficiency.
  • Keep abreast of tax regulations and legislative updates impacting life insurance.
  • Formulate suggestions for enhancing current insurance portfolios.
  • Effectively communicate complex financial information in both written and verbal formats.
  • Oversee timelines and manage multiple departmental projects.
Required Skills and Qualifications:
  • Proficient in Microsoft Excel, including advanced functions such as Vlookups, If/Then statements, Goal Seek, NPV, and IRR.
  • Strong aptitude in financial mathematics and capability to conduct complex analyses.
  • Exceptional presentation skills with proficiency in PowerPoint and Word.
  • Detail-oriented with excellent communication skills.
  • Able to work independently as well as collaboratively within a team.
  • Bachelor's degree in Business or Finance, or equivalent practical experience.
  • 2-5 years of experience in technical analysis or the insurance sector is preferred.
  • Knowledge of life insurance products, tax regulations, and estate planning is beneficial.
Working Environment:
  • This position may involve working during weekends and evenings.
  • Offers opportunities for skill development in a dynamic and productive setting.