Position Responsibilities:

• Utilize multiple carrier software to create illustrations and pricing.
• Provide technical expertise and financial analysis for complex issues.
• Ongoing analysis of policies to ensure consistency with ongoing client objectives.
• Interpret and analyze life insurance illustrations and contracts.
• Develop and build planning recommendations for clients.
• Ability to stay current with multiple carrier products and trends.
• Self-starter who can communicate and create a bridge between the Insurance team and the Client Advisor Team.
• Maintain relationships with external partners.

Background Requirements/Preferences:

• Bachelor’s degree.
• Life Insurance Company or Agency experience.
• 3 years of experience in the Insurance industry, specifically individual life insurance pricing and product.
• Ability to effectively work in a team environment.
• Excellent math, analytical and problem-solving skills.
• Strong communication skills and attention to detail.
• High degree of personal integrity.
• A strong work ethic. Takes ownership of actions and responsibilities.
• Excellent computer skills (MS Office), proficiency in Excel.
• Commitment to Legacy’s Core Values of…
  • Client First
  • Work Hard
  • Excellence
  • Positive Attitude
  • Respect
  • Always Do the Right Thing