COLI Consultant Sr.

COLI Consultant Sr. at M Financial Group: Provide expert insurance analyses to support M Member Firms and Marketers, create COLI illustrations and financial exhibits, and coordinate work with other departments.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, Math, or related area
• Minimum of seven to ten years of direct related work experience in actuarial, accounting, finance or insurance environment
• Experience modeling and analyzing insurance company-owned life insurance (ICOLI) is preferred
• Active Life Insurance and securities licenses or ability to obtain within 6 months of employment
• Expert level understanding of mathematical terms and analysis
• Strong attention to detail, analytical, and project management skills
• Excellent problem-solving skills as well as ability to exercise independent judgment and make decisions
• Excellent oral and written communication skills
• Well-developed computer skills, including proficiency with programs such as Microsoft Word, Excel, and PowerPoint
• Ability to establish and maintain effective working relationships with M Team members, carriers, M Member Firms, M Marketers and advisors