Executive Benefits Advanced Case Design Consultant
Core
Senior technical resource designing and structuring executive benefits solutions (NQDC, SERPs, split-dollar) and funding strategies (COLI, CSIO) for corporate clients.
Role type
Senior IC executive benefits case design consultant
Builds
Customized executive benefit plans and funding structures for large corporate clients
Domain
Insurance / Executive Compensation / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced case design, life insurance product mechanics, financial modeling, regulatory compliance, carrier selection, tax efficiency analysis
Preferred skills
CLU, ChFC, CFP, CEBS designations, large corporate client experience, illustration tools proficiency
Technologies
UL, IUL, VUL, WL, illustration tools, financial modeling platforms
Responsibilities
Design and develop executive benefit solutions (NQDC, SERPs, REBA, split-dollar), structure cases for underwritten and guaranteed issue platforms, translate client objectives into compliant strategies, partner with sales teams and advisors, gather competitive intelligence, mentor team members
Seniority
Senior, hands-on IC