The Coyle Group

United States
19 Total Employees
Year Founded: 1981

Jobs at The Coyle Group

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6 Days AgoSaved
In-Office
Boston, MA, USA
Financial Services
Designs and models sophisticated life insurance solutions for affluent clients, supporting prospects from initial analysis through sales presentations. Responsibilities include interpreting estate data, comparing policy illustrations, modeling funding strategies, conducting policy reviews, evaluating in-force policies, supporting client service, and maintaining carrier relationships. The role requires advanced knowledge of life insurance products, estate planning techniques, financial modeling, and strong analytical, organizational, communication, and relationship-management skills.