Senior Consultant
November 20
Description
• Manages nonqualified and COLI case work and workflow of assigned cases • Serves as the nonqualified liaison with internal technical staff and partners • Coordinates and compiles plan ‘diagnostic’ evaluations for prospective nonqualified clients • Fosters strong relationships and maintains strategic oversight for clients • Participates in special projects that enhance productivity/efficiency • Evaluates and consults on nonqualified plan design • Conducts presentations on all facets of nonqualified products and strategies • Training of nonqualified clients and internal staff on product design. • Coordinates compliance documentation for securities placements • Responsible for protecting confidential data.
Requirements
• Minimum 10+ year of retirement services and COLI industry experience with direct accountability for client deliverables • Bachelor's degree from four-year college or university • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations • Ability to write reports, business correspondence and procedure manuals • Ability to effectively present information and respond to questions from intermediary partners, prospects and clients • Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
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