M Financial Group

Senior COLI Consultant

M Financial Group

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Job Level

Senior

About the role

  • Identify information needed to develop client ready presentations using financial analyses based on COLI and other investment-based products
  • Work independently to prepare proposals for COLI and executive benefits marketing to for-profit and nonprofit corporations
  • Provide expert insurance analyses to support to M Member Firms and Marketers, including analysis and technical solutions, in the design of executive benefit plans and COLI financing strategies
  • Use a variety of software programs, including Microsoft Excel and life insurance carrier software, to create COLI illustrations and financial exhibits to project earnings, cash flows, yields, and internal rates of return of COLI
  • Complete analysis of COLI illustrations, making recommendations regarding plan design, insurance carrier selection, product selection, and configuration to maximize COLI and benefit performance within applicable constraints
  • Take a lead role in presenting insurance analyses and product selection to advisors and clients
  • Coordinate work from other departments (Actuarial, Publications, Client Administration) to complete marketing proposals
  • Mentor and coach M Team members; review work product of junior Insurance Analysts
  • Review, assess, and summarize COLI-based solutions and make recommendations to stakeholders based on the financial analyses compiled
  • Perform other projects and duties as assigned

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business, Math, or related area
  • Minimum of seven to ten years of direct related work experience in actuarial, accounting, finance or insurance environment with demonstrated ability to progressively assume increased responsibility
  • Experience modeling and analyzing insurance company-owned life insurance (ICOLI) is preferred
  • Active Life Insurance and securities licenses or ability to obtain within 6 months of employment
  • Expert level understanding of mathematical terms and analysis
  • Strong attention to detail, analytical, and project management skills
  • Excellent problem-solving skills as well as ability to exercise independent judgment and make decisions
  • Excellent oral and written communication skills
  • Well-developed computer skills, including proficiency with programs such as Microsoft Word, Excel, and PowerPoint
  • Ability to establish and maintain effective working relationships with M Team members, carriers, M Member Firms, M Marketers and advisors
  • Proactive with the ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment.
Benefits
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisinsurance analysisCOLI financing strategiesexecutive benefit plansmodelinganalyzing insurance company-owned life insurancemathematical analysisproject management
Soft Skills
attention to detailanalytical skillsproblem-solving skillsindependent judgmentoral communicationwritten communicationrelationship buildinginitiativedrivegoal orientation
Certifications
Life Insurance licensesecurities license