Financial Consultant

📋 Description

• Conducts analysis on a variety of group products, such as Life/AD&D, Absence/Disability, Supplemental Health, Vision, and Dental.

• Acts as the main financial authority and point of contact for account teams, responsible for all financial components of SNS’ clients’ programs.

• Employs an evidence-based methodology to assess the experiences of SNS’ clients.

• Collaborates with the Sales and Service teams to formulate strategies that respond to trends in client experiences.

• Assesses proposed pricing structures and negotiates with vendors to secure fair and competitive rates for our clients.

• Determines pricing for self-insured products utilizing intricate data extracts.

• Assists Account teams with on-demand financial analyses.

• Delivers ROI analyses and presentations.

• Creates client-specific statutory feasibility evaluations.

⛳️ Requirements

• A Bachelor’s degree in Business, Finance, Economics, Mathematics, or Statistics.

• A minimum of 3-5 years of Group Underwriting experience, ideally for clients with over 2500 lives.

• Advanced proficiency in Microsoft Excel.

• Skilled in the MS Office Suite.

• Outstanding interpersonal abilities.

• Strong analytical skills with proficiency in handling complex data sets.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Complimentary Mental Health & Enhanced Advocacy Services.

• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts, and more.