Executive Benefits Advanced Case Design Consultant

Role Overview

• 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