Sr. Life Insurance Financial Analyst needed w/Master’s degree or Foreign Equivalent in Financial Analysis or Finance and one (1) year experience as Sr. Life Insurance Financial Analyst or Life Insurance Financial Analyst performing following job duties: Create presentations to assist clients with the portfolio, structure and funding of new life insurance, optimize the performance of their existing life insurance portfolios. Perform in-depth financial analysis and model advanced strategies utilized to fund life insurance in a gift tax efficient manner. Model alternatives for optimizing the performance of existing life insurance portfolios. Provide case coordination to assist in managing cases. Gather information from Client Relationship Managers, insurance companies, legal resources, professional advisors. Present complex and technical Excel presentations, as well as PowerPoint illustrations for clients and advisors. Illustrate how to utilize tax attributes to enhance after-tax returns through variable universal life and private placement life insurance portfolios. Email correspondence.Benefits: Health Insurance, PTO & Retirement Plan. Job Location: NYC Salary: $115731.00 Per Year Mail Resumes to: Winged Keel Group60 E 42nd Street, 44th FloorNew York, NY 10165Minimum Salary: 115731.00
Maximum Salary: 115731.00
Salary Unit: Yearly