Financial Analyst

The primary function of the Life Insurance Financial Analyst 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.

Requirements

• 3+ years of 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

Benefits

• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits