Advanced Case Design Consultant

Job is Expired
Location: Remote
Compensation: Salary
Reviewed: Wed, Mar 12, 2025
Trusts Financial Modeling Excel Microsoft Word

Job Summary

A company is looking for an Advanced Case Design Consultant.

Key Responsibilities
  • Create and revise marketing materials and client presentations for non-qualified deferred compensation sales
  • Provide case consulting and training to advisors and clients on complex non-qualified deferred compensation plans
  • Develop financial models and complete documentation of materials and illustrations
Required Qualifications
  • 5 or more years of experience in advanced case design and taxation of insurance
  • Expertise in Advanced Markets concepts, such as business and estate planning
  • Working knowledge of non-qualified deferred compensation and related plans
  • Bachelor's Degree
  • High level of accuracy in financial data entry and evaluation
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