ALM First
51 - 200 employees
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions across the country.
Case Design Analyst
🕒 April 17
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ALM First
51 - 200 employees
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions across the country.
📋 Description
• Conduct financial analysis of executive benefit plans and life insurance products for prospective and existing clients • Prepare proposals for prospective and existing clients, including financial projections and recommendations • Use Excel templates and insurance carrier software to create illustrations and financial exhibits projecting retirement income, benefit plan expenses, benefit financing cash flows, and financing strategies • Analyze illustrations to make recommendations on plan design, insurance carrier selection, product selection, and configuration to maximize plan design and costs within applicable constraints • Provide consultative case design and technical solutions to support the Consulting and Client Administration teams • Review in-force policies, generate illustrations, and collaborate with insurance carriers • Adhere to existing procedures using plan design templates to create client-ready presentations • Support plan design sales efforts by providing analysis and strategic insights to the Consulting team
🎯 Requirements
• 1-2 years of experience in the life insurance or nonqualified executive benefits industry • Proficiency in financial modeling • Knowledge of or ability to learn concepts regarding life insurance products, executive benefits plan design, and related financing strategies • Experience analyzing financial metrics such as impact on earnings, yields, and internal rates of return • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) • Experience with insurance carrier illustration software a plus • Bachelor’s degree or equivalent experience in a related field is preferred.
🏖️ Benefits
• Health insurance • Retirement Plans • Professional development opportunities
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