Executive Benefits Advanced Case Design Consultant

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🔥 0 minutes ago

🌪️ Oklahoma, Oregon, +3 more states – Remote

🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote

💵 $92.5k - $160.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✍️ Designer

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Support the design and development of executive benefit solutions, including Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements. • Assist in structuring cases across both fully underwritten and guaranteed issue (GI) platforms in alignment with client needs and objectives. • Contribute to the development of funding strategies utilizing COLI, CSIO, and other financing approaches, with consideration for tax efficiency and balance sheet implications. • Serve as a key technical resource across life insurance products (UL, IUL, VUL, WL). • Provide guidance on underwriting considerations, carrier selection, and product positioning. • Support policy design decisions, including premium structures, funding approaches, and benefit optimization. • Translate client objectives into detailed case designs, including financial modeling, illustrations, and value analysis. • Assist in coordinating case execution across internal stakeholders, carriers, and external partners. • Ensure accuracy of case materials and adherence to regulatory and company guidelines. • Partner with sales teams, consultants, and advisors to support the positioning of executive benefit solutions. • Participate in client meetings and presentations as a technical resource. • Develop supporting materials that enhance communication of case design concepts and recommendations. • Gather and maintain competitive intelligence across carriers, products, and funding approaches. • Support the development of internal resources reflecting current market trends and product positioning. • Stay informed on industry developments, product changes, and regulatory updates. • Contribute to enhancements in case design processes, tools, and best practices. • Support mentoring and knowledge-sharing efforts within the team.

🎯 Requirements

• 5–8+ years of experience in advanced case design, life insurance consulting, or executive benefits. • FINRA Series 6 & 63, and appropriate state life and health licenses (or ability to obtain within required timeframes). • Experience supporting both fully underwritten and guaranteed issue (GI) case design. • Familiarity with COLI, CSIO, and executive benefit funding concepts. • Strong understanding of nonqualified plan design and life insurance product mechanics. • Excellent analytical, problem-solving, and organizational skills. • Professional designations such as CLU, ChFC, CFP®, or CEBS (preferred). • Experience supporting large corporate clients and executive-level benefit strategies (preferred). • Proficiency with illustration tools and financial modeling platforms (preferred).

🏖️ Benefits

• Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans (including pension/401(k) savings plans) • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays • 3 personal days • 150 hours of vacation • 40 hours of sick time • Statutory leaves of absence