Job Description

Our client has an immediate need for the LIFE INSURANCE 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. You will be preparing client presentations primarily in Excel, PowerPoint graphics, and written communications.

The ideal candidate possesses 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.

• You will understand, illustrate, and present a range of life insurance and annuity products available from major life insurance companies.
• You will need to understand the fundamentals of estate planning, the income tax attributes of life insurance and how changes in tax and other legislation will impact your analysis.
• You will construct portfolio recommendation options leveraging multiple variables including insurance policy pricing and product changes, underwriting results and tax and legislative changes.

REQUIREMENTS:

• Bachelor’s in Economics or Finance preferred

• 2-4 year’s experience in the life insurance industry

• 1-3 years of work experience in technical analysis

• 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

• Advanced proficiency in Microsoft PowerPoint and Word

• Strong presentation skills

• Knowledge of life insurance products, tax laws, and estate planning a plus