Financial Analyst

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Job description

Summary: The Finance Analyst provides product and illustration support in the initial design and re-evaluation of estate, wealth transfer and business succession plans.

Essential Duties and Responsibilities include the following (other assignments, projects and duties may be assigned):

· Generates illustrations for proposed plan including mortality adjusted studies

· Compares illustrations for competitiveness and ability to meet long-term objectives

· Performs due diligence on carrier and product selection

· Designs and reviews plans to determine financial soundness and calculating premiums

· Analyzes statistical data such as mortality and constructs probability tables to forecast risk and liability for payment of future benefits

· Utilizes software platforms to generate life insurance product illustrations to assist Advisors in providing appropriate recommendations

· Provides final insurance presentations for client meetings

· Maintains library for product information and sample presentations

· Provides ad-hoc analysis as needed

· Maintains credential database for various software/websites

· Monitors industry news and trends, and updates the department as needed

· Provides technical knowledge and analysis of insurance related products and terms

· Ensures illustrations and presentations comply with industry standards and regulatory bodies

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

· Bachelor's degree in Accounting, Business, Finance, or Mathematics required

· 0-3 years of experience in insurance illustrating or product case design, finance, or analytics

· Strong written and verbal communication skills

· Strong organizational skills (of physical and digital data)

· Ability to set and manage priorities, adjust workflows, and meet deadlines

· Ability to learn new and changing systems

· Proficiency in Microsoft Office (Excel in particular)

· Proven ability to practice discretion in confidential matters

· Experience using financial modeling platforms (ex eMoney) a plus

Job Type: Full-time

Pay: $42,000.00 - $48,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Berwyn, PA: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Work Location: One location