COLI Consultant Sr.

M Financial Group

With more than 140 Member Firms located primarily across the United States, M Financial is one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

Responsibilities

• Identify information needed to develop client ready presentations using financial analyses based on COLI and other investment-based products
• Work independently to prepare proposals for COLI and executive benefits marketing to for-profit and nonprofit corporations
• Provide expert insurance analyses to support to M Member Firms and Marketers, including analysis and technical solutions, in the design of executive benefit plans and COLI financing strategies
• Use a variety of software programs, including Microsoft Excel and life insurance carrier software, to create COLI illustrations and financial exhibits to project earnings, cash flows, yields, and internal rates of return of COLI
• Complete analysis of COLI illustrations, making recommendations regarding plan design, insurance carrier selection, product selection, and configuration to maximize COLI and benefit performance within applicable constraints
• Take a lead role in presenting insurance analyses and product selection to advisors and clients
• Coordinate work from other departments (Actuarial, Publications, Client Administration) to complete marketing proposals
• Mentor and coach M Team members; review work product of junior Insurance Analysts
• Review, assess, and summarize COLI-based solutions and make recommendations to stakeholders based on the financial analyses compiled
• Perform other projects and duties as assigned
  
  

Qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, Business, Math, or related area
• Minimum of seven to ten years of direct related work experience in actuarial, accounting, finance or insurance environment with demonstrated ability to progressively assume increased responsibility
• Experience modeling and analyzing insurance company-owned life insurance (ICOLI) is preferred
• Active Life Insurance and securities licenses or ability to obtain within 6 months of employment
• Expert level understanding of mathematical terms and analysis
• Strong attention to detail, analytical, and project management skills
• Excellent problem-solving skills as well as ability to exercise independent judgment and make decisions
• Excellent oral and written communication skills
• Well-developed computer skills, including proficiency with programs such as Microsoft Word, Excel, and PowerPoint
• Ability to establish and maintain effective working relationships with M Team members, carriers, M Member Firms, M Marketers and advisors
• Proactive with the ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment
  
  

Job Conditions & Environment

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX or the Pearl District in Portland, OR with the flexibility to work one day per week remotely; an exceptional candidate who is not located near these locations may be eligible for a remote work exception
• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive work with documents, spreadsheets, and other written documents
  
  

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.