Firm Summary:
Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit www.wingedkeel.com.
Position Summary:
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.
This role supports the Client Relationship Managers by preparing client presentations primarily in Excel, PowerPoint graphics, and written communications. This is an exciting role for someone who 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.
Position Responsibilities:
- Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc.
- Support models of the strategies utilized to fund estate planning life insurance structures
- Illustrate the full spectrum of life insurance and annuity products for major life insurance carriers
- Support model strategies utilized to fund life insurance in a gift tax efficient manner
- Ability to apply the income tax attributes of life insurance, and illustrate how to utilize those attributes to enhance after tax returns through a variable universal life or private placement life insurance policy
- Prepare detailed Excel and PowerPoint presentations for clients and advisors.
- Follow compliance regulations around presenting information related to securities transactions
- Communicate complex financial information in a clear and concise manner, either written or verbally
- Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service)
- Model compensation data on products sold to provide to the Finance Department
- Model alternatives for optimizing the performance of existing life insurance portfolio
- A minimum of 3 year’s 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
- 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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• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
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