University of Denver
Plan Design Analyst
University of Denver, Denver, Colorado, United States, 80285
Nationwide Experienced Alumni Jobs, Full-Time Job, Mid Career Alumni JobsWe are looking for all levels of Insurance Plan Design Analyst Candidates!Do you want to be part of a small company that appreciates you and where you feel a sense of belonging and are valued for your contributions? Do you crave a culture that is inspiring, positive and where you work in a team? Are you interested in Financial Services and have a quantitative background? Do you have knowledge and hands-on experience with life insurance or investment products? Do you have experience interpreting, modeling and creating presentations to assist clients as they make decisions about the portfolio, structure and funding of new life insurance? If you answered yes, we are looking for you!This is an exciting role for someone who is deadline driven, likes a fast-paced environment, is organized and detail-oriented, is intellectually curious and enjoys an entrepreneurial environment.Celebrating our 54th year in business, Financial Designs Ltd. helps individuals, families and businesses achieve financial goals through sophisticated wealth transfer, insurance advisory and executive benefits solutions.We have a team of talented professionals with a culture of excellence and an appreciation and respect for each other and the clients we serve. Our offices are in the Denver Tech Center.Responsibilities:
Supports the advisors by preparing client presentations, primarily in Excel, Adobe, and PowerPoint in addition to written communication.Understand, illustrate and present a spectrum of life insurance products available from major life insurance carriers.Model alternatives for optimizing the performance of existing life insurance portfolios.Communicate complex financial information in a clear and concise manner, either in writing or verbally.Help assist in the progression of a client plan from initial financial data gathering through final presentation coordinating the progression of the plan with the underwriting, client service, and advisors as necessary until completion.Organizes and attends client meetings as necessary, either in person or a virtual meeting and coordinates materials for the meeting and prepares meeting notes.Performs job functions in compliance with all company policies and federal/state rules and FINRA/SEC regulations as applicable to the position.Assists with special projects, training, and other miscellaneous duties as assigned.Qualifications:
Bachelor’s degree in Finance, Accounting, Mathematics or equivalent experienceIdeally one to five years of experience in the life insurance or securities industriesSuperior financial math aptitude with the ability to perform advanced financial analysisAdvanced knowledge in Word, Excel, PowerPoint, and Adobe.Excellent verbal and written communication and advanced computer skillsExcellent interpersonal skills and business etiquetteStrong proficiency in technology, ability to learn new software and problem solve quicklyHigh attention to detail and accuracyAbility to organize, prioritize and manage deadlines in a fast-paced environmentStrong follow-through on projects and activitiesHealth and Wellness Benefits:
Medical Insurance, Telehealth, Dental Insurance, Vision Insurance, Health Savings Account (HSA), Employee Assistance Program (EAP), Company sponsored Life and Disability Insurance, Paid Family and Medical Leave.Competitive Pay, Opportunity for Bonus, 401k Program and Match, Tuition Reimbursement, Certification and License Sponsorship, Career Training and Development, Salary Range $60,000 to $80,000 annual salary depending on experience.Work/Life Balance Benefits:
“Dress for your Day” dress code, Hybrid Work Schedule, Paid Time off, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social Events and Community Giving Events.“On the Job” Training and Development, Tuition Reimbursement for industry-related courses, Certification and License Sponsorship costs to achieve CLU, ChFC, ALU, and LOMA designations.
#J-18808-Ljbffr
Supports the advisors by preparing client presentations, primarily in Excel, Adobe, and PowerPoint in addition to written communication.Understand, illustrate and present a spectrum of life insurance products available from major life insurance carriers.Model alternatives for optimizing the performance of existing life insurance portfolios.Communicate complex financial information in a clear and concise manner, either in writing or verbally.Help assist in the progression of a client plan from initial financial data gathering through final presentation coordinating the progression of the plan with the underwriting, client service, and advisors as necessary until completion.Organizes and attends client meetings as necessary, either in person or a virtual meeting and coordinates materials for the meeting and prepares meeting notes.Performs job functions in compliance with all company policies and federal/state rules and FINRA/SEC regulations as applicable to the position.Assists with special projects, training, and other miscellaneous duties as assigned.Qualifications:
Bachelor’s degree in Finance, Accounting, Mathematics or equivalent experienceIdeally one to five years of experience in the life insurance or securities industriesSuperior financial math aptitude with the ability to perform advanced financial analysisAdvanced knowledge in Word, Excel, PowerPoint, and Adobe.Excellent verbal and written communication and advanced computer skillsExcellent interpersonal skills and business etiquetteStrong proficiency in technology, ability to learn new software and problem solve quicklyHigh attention to detail and accuracyAbility to organize, prioritize and manage deadlines in a fast-paced environmentStrong follow-through on projects and activitiesHealth and Wellness Benefits:
Medical Insurance, Telehealth, Dental Insurance, Vision Insurance, Health Savings Account (HSA), Employee Assistance Program (EAP), Company sponsored Life and Disability Insurance, Paid Family and Medical Leave.Competitive Pay, Opportunity for Bonus, 401k Program and Match, Tuition Reimbursement, Certification and License Sponsorship, Career Training and Development, Salary Range $60,000 to $80,000 annual salary depending on experience.Work/Life Balance Benefits:
“Dress for your Day” dress code, Hybrid Work Schedule, Paid Time off, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social Events and Community Giving Events.“On the Job” Training and Development, Tuition Reimbursement for industry-related courses, Certification and License Sponsorship costs to achieve CLU, ChFC, ALU, and LOMA designations.
#J-18808-Ljbffr