Note: The job is a remote job and is open to candidates in USA. KBM Consulting, LLC is a growing company that provides innovative financial solutions in various planning areas. They are seeking a Case Design Consultant to provide insurance illustrations and case design, develop cases based on client meetings, and communicate design rationales.
Responsibilities
- Provide insurance illustrations and case design for life insurance, disability income, and long-term care
- Develop and design a case based on the initial details from a client meeting
- Communicate strengths and weaknesses of plan design and the rationale for final design including carrier and product choice
- Develop content and build templates for proposed sales presentations
- Run and analyze inforce illustrations as well as provide product comparisons
Skills
- Minimum five years experience in life insurance industry
- Life Insurance License
- E&O Insurance
- Strong time management skills
- Advanced skills with MS Office Excel, and PowerPoint
- Excellent interpersonal skills
- Strong verbal and written communication skills
- Ability to work independently and exercise good judgment with professional and technical fortitude
- Strong attention to detail with ability to organize, prioritize, and multi-task without losing focus
- Strong financial analysis skills and ability to conceptualize
- Knowledge of numerous carriers and different product lines
- Ability to develop advanced working knowledge of life insurance illustration systems
- Ability to deal with sensitive and confidential data
- Experience with advanced designs of life insurance such as split dollar, SERP, deferrals, and Section 162 Bonus plans
- Bachelor's degree in Business Administration, Finance, or other related field
Benefits
- Remote consulting position with flexible schedules.
Company Overview