COMPANY OVERVIEW:
KBM Consulting, LLC provides innovative financial solutions in the areas of wealth transfer planning, estate planning, business succession planning, insurance planning, and executive benefits. Our goal is to build long-term relationships with companies and serve as an advisor on their team. We operate as an independent financial resource and provide back-office support to our clientele.
POSITION DESCRIPTION:
We are a growing company in need of candidates with extensive knowledge of life insurance, disability, and long-term care. This opportunity is a remote position requiring case design. KBM is interested in self-motivated candidates that can work independently with little direction and the ability to respond promptly. This is a 1099 contract remote position.
RESPONSIBILITIES:
- Provide insurance illustrations and case design for life insurance, disability income, and long-term care.
- Develop and design a case based on the initial details from a client meeting.
- Communicate strengths and weaknesses of plan design and the rationale for final design including carrier and product choice.
- Develop content and build templates for proposed sales presentations.
- Run and analyze inforce illustrations as well as provide product comparisons.
EDUCATION AND EXPERIENCE:
- Minimum five years experience in life insurance industry.
- Life Insurance License.
- E&O Insurance.
- Experience with advanced designs of life insurance such as split dollar, SERP, deferrals, and Section 162 Bonus plans.
- Bachelor’s degree in Business Administration, Finance, or other related field is preferred but not mandatory.
SKILLS:
- Strong time management skills.
- Advanced skills with MS Office Excel, and PowerPoint.
- Excellent interpersonal skills.
- Strong verbal and written communication skills.
- Ability to work independently and exercise good judgment with professional and technical fortitude.
- Strong attention to detail with ability to organize, prioritize, and multi-task without losing focus.
- Strong financial analysis skills and ability to conceptualize.
- Knowledge of numerous carriers and different product lines a must.
- Ability to develop advanced working knowledge of life insurance illustration systems.
- Ability to deal with sensitive and confidential data.
JOB CONDITIONS AND REQUIREMENTS:
- Remote consulting position with flexible schedules.
- Contractor will provide their own equipment, including any telephone, printers, or computers.