Responsibilities
- Apany Broker on initial prospect visit to understand the culture of the group,pany details and to establish a working relationship
- Conduct sales support, discovery analysis, demographic reporting
- Perform contribution strategy analysis and integration mapping
- Work with internal teams to review benefit guides
- Formulate go to market strategy with client andmunicate details to marketing team
- Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary
- Review data list and upload into database
- Pull data and create reporting and presentations
Required Qualifications :
- Bachelor's Degree preferably in Actuarial Science or Finance
- 2+ years in a similar role
- 2-15 Life and Health license (or willingness to obtain within 90 days)
- Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word
What We Offer :
- Excellent growth and advancement opportunities
- PTO accrued
- Generous benefits package : health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
- Tuition Reimbursement and Student Loan Repayment Assistance
- Mental Health Resources
LI-RB1
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. Job ID R24 0000002041
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