Asset & Wealth Management - Deerfield- Associate, External Product Specialist- 9385323
About The Position
Assist clients in managing and operating their individual life insurance and annuity plans, utilizing homegrown tools as well as Firelight, Salesforce, and Ayco Application Request System to analyze data and generate actionable insights for strategic decision-making, including creating client applications, and developing reports. Responsible for annuity and life insurance transactions approval and paperwork check, including federal withholdings, states withholdings tax status, and product availability. Work with assigned Insurance Strategist, advisors, and their teams to review Walletshare reports to review for business opportunities. Provide expertise and answer client questions related to annuity and life application processes, product features and Firelight. Coordinate with Underwriting and Implementation Teams to implement planning including the drafting, review, and execution of trusts for trust-owned policies. Partner with Product Analysis Team to enhance product and strategy portfolios based on changes in the product landscape, market conditions, or applicable tax law. Identify control gaps and inefficiencies and participate in change management process for system enhancements. Mentor and train junior teammates, by leveraging subject matter expertise and providing constructive feedback.
Requirements
- Bachelor’s degree (U.S. or foreign equivalent) in Finance, Business, Project Management, Business Administration, or related field
- Two (2) years of experience in the job offered or in a related role
- Two (2) years of experience working with Excel to analyze voluminous data to create reports and perform analysis using Excel formulas, charts, filtering, and data validation
- Two (2) years of experience with multiple asset classes, including fixed income, private and public equity, hedge funds, and currencies to conduct financial funding analysis for transfers of client assets
- Two (2) years of experience presenting complex analysis in easy-to-understand terms to senior management and internal and external clients
- Two (2) years of experience communicating complex reporting situations through laymen’s terms to external and internal clients
Responsibilities
- Assist clients in managing and operating their individual life insurance and annuity plans
- Analyze data and generate actionable insights for strategic decision-making
- Create client applications and develop reports
- Approve annuity and life insurance transactions and check paperwork
- Review Walletshare reports for business opportunities
- Answer client questions related to annuity and life application processes, product features and Firelight
- Coordinate with Underwriting and Implementation Teams to implement planning
- Draft, review, and execute trusts for trust-owned policies
- Enhance product and strategy portfolios based on market changes
- Identify control gaps and inefficiencies
- Participate in change management process for system enhancements
- Mentor and train junior teammates
Benefits
- May be eligible for a bonus at fiscal year-end
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
