Responsibilities:

• Use product and concept expertise to create illustrations and financial models for the successful marketing and sale of business unit products on business, estate, and personal financial planning cases for business owners and key employees.
• Provide presale consulting support and illustrations on cases for experienced producers.
• Provide input on the creation and development of processes and illustration capabilities. Analyze illustration capabilities for concepts; identify and prioritize problems and areas for improvement.
• Establish, follow and understand the Salesforce process for tracking requests for proposals from creating the proposal and financial model through the administration of the plan.
• Perform other job related duties and special projects as required.

Qualifications:

• Bachelor's degree or background in Math, Finance, Accounting or Actuarial Science.
• 4+ years' experience performing financial modeling required and experience with Life Insurance and deferred compensation plans preferred.

• Ability to assess and manage complex circumstances, cultivate and implement innovations, drive results and optimize work processes in collaboration with stakeholders and through continuous self-development.
• Excellent organizational, analytical/problem solving, presentation, and verbal and written communication skills.
• Must possess advanced Excel (pivot tables, VLOOKUP's and data manipulation), Word, and PDF document creation skills.
• Ability to maintain a high degree of confidentiality, accuracy and strict attention to detail.
• FINRA registration / licensing or obtain it within 6 months of start.

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $65600 - $113100 / year Additional Information:

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email. If selected, you’ll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants

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