Executive Benefits Advanced Case Design Consultant

This is a fully remote position, open to applicants in Oklahoma, +4 more states.

📋 Description

• Assist in the design and development of executive benefit solutions such as Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements.

• Aid in structuring cases on both fully underwritten and guaranteed issue (GI) platforms to align with client requirements and objectives.

• Contribute to the formulation of funding strategies utilizing COLI, CSIO, and other financing methodologies, ensuring tax efficiency and balance sheet considerations.

• Act as a vital technical resource for various life insurance products (UL, IUL, VUL, WL).

• Provide insights on underwriting factors, carrier selection, and product positioning.

• Assist in policy design decisions, focusing on premium structures, funding strategies, and benefit optimization.

• Convert client goals into comprehensive case designs that include financial modeling, illustrations, and value assessments.

• Help coordinate case execution involving internal stakeholders, carriers, and external partners.

• Ensure case materials are accurate and comply with regulatory and company standards.

• Collaborate with sales teams, consultants, and advisors to enhance the positioning of executive benefit solutions.

• Engage in client meetings and presentations as a technical resource.

• Create supporting materials that improve the communication of case design concepts and recommendations.

• Collect and maintain competitive intelligence regarding carriers, products, and funding strategies.

• Assist in developing internal resources that reflect current market trends and product positioning.

• Stay updated on industry advancements, product modifications, and regulatory changes.

• Contribute to improvements in case design processes, tools, and best practices.

• Facilitate mentoring and knowledge-sharing initiatives within the team.

⛳️ Requirements

• 5–8+ years of experience in advanced case design, life insurance consulting, or executive benefits.

• Possession of FINRA Series 6 & 63, along with relevant state life and health licenses (or the ability to obtain them within designated timeframes).

• Experience in supporting both fully underwritten and guaranteed issue (GI) case design.

• Knowledge of COLI, CSIO, and executive benefit funding principles.

• Strong grasp of nonqualified plan design and the mechanics of life insurance products.

• Exceptional analytical, problem-solving, and organizational abilities.

• Preferred professional designations include CLU, ChFC, CFP®, or CEBS.

• Experience in supporting large corporate clients and executive-level benefit strategies is preferred.

• Proficiency in illustration tools and financial modeling platforms is preferred.

🏝️ Benefits

• Health insurance

• Dental insurance

• Mental health benefits

• Vision insurance

• Short- and long-term disability insurance

• Life and AD&D insurance coverage

• Adoption/surrogacy benefits

• Wellness benefits

• Employee/family assistance plans

• Retirement savings plans (including pension/401(k) savings plans)

• Global share ownership plan with employer matching contributions

• Financial education and counseling resources

• Up to 11 paid holidays

• 3 personal days

• 150 hours of vacation

• 40 hours of sick time

• Statutory leaves of absence