Case Design Consultant

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.

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