Our client is a specialized consulting firm with a longstanding reputation for delivering high-level financial solutions to corporate executives and directors. They provide tailored benefit strategies that emphasize precision, innovation, and integrity. The Executive Benefits Case Design Analyst plays a critical role in developing, analyzing, and presenting sophisticated financial and insurance-based solutions. This individual will collaborate closely with senior leadership and external stakeholders to craft models and illustrations that meet complex client needs. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, dynamic environment.

Create and analyze customized life insurance illustrations using carrier software (e.g., Whole Life, IUL, VUL). Ensure each solution aligns with the client’s financial objectives and long-term goals. Translate complex illustration results into clear, actionable insights for advisors and stakeholders. Collaborate with producers and internal consultants to design tailored insurance strategies, often within the context of executive compensation, SERPs, or key-person planning. Prepare compelling presentation materials and proposals that articulate plan design, product rationale, and strategic recommendations. Support the design and execution of benefit solutions, including deferred compensation plans, buy-sell arrangements, and supplemental retirement plans. Integrate insurance products within larger benefit strategies and ensure smooth handoff to implementation teams. Work closely with underwriting, sales, and client service teams to drive successful case outcomes.

Bachelor’s degree in Finance, Business, Economics, or related field preferred. Experience with life insurance illustration tools (Whole Life, IUL, VUL) is essential. Prior work within a life insurance brokerage, consulting firm, or executive benefits practice is highly desirable. Understanding of SERPs and executive compensation planning is required. Strong analytical and problem-solving skills with the ability to communicate complex data effectively. Proficient in Microsoft Office Suite; experience with carrier illustration platforms required.

$80,000 to $130,000, remote