Our client with wealth management requires a Life Insurance Analyst to join their team. Reporting to the Financial Modeling Specialists, the Insurance Analyst role encompasses multiple aspects in the daily operations including case preparation, in-force insurance management and contribution to building new insurance and financial modeling tools and reports. The Insurance Analyst will collaborate closely with an advisory team in the modeling of solutions, and the design and build of highly customized presentations to current and prospective Ultra-High Net Worth clients and their family office teams.
Responsibilities:
- Collaborate and coordinate closely with the advisor community to create and maintain bespoke life insurance and estate planning solutions based on specific client needs.
- Ongoing enhancement of existing tools, systems and methods to outline life insurance solutions to clients.
- Prepare insurance reports for our clients and in support of our clients’ annual insurance review process. This includes maintaining and updating client insurance data and monitor performance (via insurance illustrations) in our systems so that our reporting is always impeccably accurate.
- Build customized financial models to incorporate life insurance strategies.
- Analyze the status of in-force insurance portfolios and prepare the advisor team for client meetings.
- Assist in the development and enhancement of insurance and financial modeling tools and reporting.
- The environment is dynamic and fast-paced. It rewards anticipation, self-leadership, and mature, sound judgement. The incumbent is expected to work fairly autonomously to drive tasks and duties to completion, with support from the team as needed.
Qualifications:
- In-depth understanding of life insurance products and procedures.
- Experience with insurance carrier illustration software.
- Enrolled or willing to enroll in CLU or CFP designation.
- Other designations, such as CPA, CFA or TEP a plus for a rich understanding of personal & corporate tax.
- 2+ years’ experience of financial analysis in the financial services industry, e.g., at a bank, life insurance company, brokerage, accounting, tax, finance, estate planning or consulting firm.
- Working knowledge of the Canadian life insurance industry and products offering.
- Working knowledge of personal and corporate financial planning, including taxation.
- Intermediate to advanced usage of Excel and PowerPoint.
- Analytical nature – accuracy and attention to detail being critical in our line of business.
- Ability to manage multiple projects simultaneously while developing and proposing solutions.
- A self-starter who can work well independently and able to adapt to team environment swiftly.
- Post-secondary education in business, mathematics, accounting, or related disciplines.
- Clear and concise writing ability to simplify technically complex concepts.
To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey; [email protected]
If you are already registered with TDS Personnel please contact your Consultant.
TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.
#J-18808-Ljbffr