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