Dealer Portfolio Insights Consultant

As a Dealer Portfolio Insights Consultant, you will focus on supporting our Field Sales team and working closely with the leadership team to provide additional insight and analytics to our dealer partners.

Your primary responsibilities will be to support ongoing dealer engagements with JM&A Group’s dealer principals and provide training to the field team on structure options. You will leverage advanced analytics and data-driven insights to provide strategic analytical and insightful consultation, drive improvements in participation structure portfolios, and ensure alignment with client goals and regulatory requirements. Your role will involve close collaboration with key stakeholders and internal teams to deliver actionable insights and effective solutions. This position provides a foundation for growth and advancement within the company.

Responsibilities

• With guidance, manage structure consulting activities with designated relationships, educate, qualify, and reinforce reinsurance candidates, and coordinate information for business plans, trust accounts, and tax returns. Collaborate with dealer partners and internal resources to recommend improvements.
• Provide valuable consultation to Dealer Principals on structure solutions to meet their goals. Conduct in-depth analysis of participation portfolios to generate actionable insights and recommend strategic improvements, fostering strong relationships and enhancing business retention.
• Cultivate and manage relationships with Dealer Principals, CFOs, CPAs, legal advisors, management companies, and trustees. Assist Field Sales with dealer interactions via meetings, virtual consultations, calls, and written correspondence regarding structure options, investments, and proformas.
• Use actuarial data to develop data-informed solutions for at-risk Section 831(b) reinsurance companies. Ensure compliance with IRS limits and business purposes.
• Leverage internal and external data sources to deliver insightful analysis that supports decision-making for dealer partners and internal stakeholders.
• Assist in providing training to Field Sales on participation structures and related concepts and support escalations in formation processes. Participate in reviews with reinsurance partners to assess and refine structures.
• Maintain a strong understanding of participation structure agreements and related documents to expedite review and approval and effectively explain them to customers and stakeholders.
  
  

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, a related field, or equivalent practical experience.
• Strong knowledge and experience with JM&A’s product offerings, business model, and structure options; including associated tax implications a plus.
• Demonstrated ability to effectively communicate complex concepts and meaningful insights clearly to stakeholders and manage multiple tasks simultaneously.
• Strong consultation skills with a demonstrated ability to build and maintain relationships with customers, business partners, and other key stakeholders.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint) and familiarity with JM&A Group internal processes and systems.
• Strong problem-solving skills, strategic thinking, and a commitment to continuous learning and professional development.
• As part of your development, you will gain exposure to advanced analytics tools and methodologies to deepen your consultative impact.
• Ability to travel up to 25% of the time.
  
  

The grade range for this position is 91,400-189,800. Actual base pay will be determined by factors including candidate experience and qualifications, education and work location. At JM Family, we offer an extremely competitive benefits package tailored to your needs and those of your family. Beyond base pay, this position is eligible for an annual discretionary bonus as well as participation in our robust retirement plans including 401k, profit sharing, and pension. Yes, you read that right, a pension plan! We offer medical, dental and vision insurance, as well as flexible spending accounts. We also provide access to emergency backup care and family support services, supplemental life insurance, a lifestyle spending account, parental leave, and paid time off. During your interview process, our talent team can fill you in on the details of our benefits and career development opportunities.

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.