Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.
This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.
Position Responsibilities:
Analysis
- Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm’s ultra-high net worth clients
- Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
- Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
- Monitor and review the Client Relationship Manager’s calendars to note new appointments and identify needs for meeting materials
- Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns
- Shadow a Senior Client Relationship Manager
- Observe calls with Clients and Centers of Influence
- Take notes from client meetings and circulate to the appropriate parties
- Opportunity to attend certain industry networking and informational events
- Learn the fundamentals of prospecting, applying these strategies to building one’s own book of business
- Bachelor’s degree from a top tier school with a graduation date of May 2024 or May 2025
- Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
- Strong technical and analytical orientation; ability to create financial models in Excel
- Desire to want to grow into a sales professional
- Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
- Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
- Proficiency in Microsoft Office
- Proactive and takes initiative with strong follow through
- Effective business writing skills
- Excellent presentation skills
- Positive, can-do attitude
- Required to work on a computer for a substantial part of the day
- Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
- A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
- Attractive annual compensation package is commensurate with experience
- Eligible for annual profit sharing bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Top Skills
What We Do
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart.
Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com.
Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.
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