Teams at Center for Wealth Preservation, LLC

Supports SERP and executive benefit plan design, financial modeling, life insurance and annuity illustrations, quarterly reporting, annual reviews, data management, and plan maintenance. Responsibilities include analyzing benefit projections, funding strategies, policy values, accounting data, and discrepancies while maintaining accurate spreadsheets and documentation. The role requires strong Excel skills, attention to detail, discretion with sensitive information, and willingness to develop expertise in executive benefits and life insurance products.

Coordinates new client onboarding and financial product submissions for life insurance and investments. Supports advisors through application data entry, case tracking, document management, status updates, follow-ups, and communication with clients and the home office. Maintains real-time records in Salesforce, resolves paperwork discrepancies, assists with insurance-related questions, collaborates across teams, and helps train new coordinators and advisors.