Insurance Analyst

We are looking for all levels of Insurance Design Candidates!

Do you want to be part of a small company that appreciates you and where you feel a sense of belonging and are valued for your contributions? Do you crave a culture that is inspiring, positive and where you work in a team? Are you interested in Financial Services and have a quantitative background? Do you have knowledge and hands on experience with life insurance or investment products? Do you have experience interpreting, modeling and creating presentations to assist clients as they make decisions about the portfolio, structure and funding of new life insurance? If you answered yes, we are looking for you!

This is an exciting role for someone who is deadline driven, likes a fast-paced environment, is organized and detail oriented, is intellectually curious and enjoys an entrepreneurial environment.

Celebrating our 54th year in business, Financial Designs Ltd. helps individuals, families and businesses achieve financial goals through sophisticated wealth transfer, insurance advisory and executive benefits solutions. 

We have a team of talented professionals with a culture of excellence and an appreciation and respect for each other and the clients we serve. Our offices are in the Denver Tech Center. 

Responsibilities:

• Supports the advisors by preparing client presentations, primarily in Excel, Adobe and PowerPoint in addition to written communication.
• Understand, illustrate and present a spectrum of life insurance products available from major life insurance carriers.
• Model alternatives for optimizing the performance of existing life insurance portfolios.
• Communicate complex financial information in a clear and concise manner, either in writing or verbally.
• Help assists in the progression of a client plan from initial financial data gathering through final presentation coordinating the progression of the plan with the underwriting, client service and advisors as necessary until completion.
• Organizes and attends client meetings as necessary, either in person or a virtual meeting and coordinates materials for the meeting and prepares meeting notes.
• Performs job functions in compliance with all company policies and federal/state rules and FINRA/SEC regulations as applicable to the position.
• Assists with special projects, training and other miscellaneous duties as assigned.

Qualifications  

• Bachelor's degree in Finance, Accounting, Mathematics or equivalent experience
• Ideally one to five years of experience in the life insurance or securities industries
• Superior financial math aptitude with the ability to perform advanced financial analysis
• Advanced knowledge in Word, Excel, PowerPoint and Adobe.
• Excellent verbal and written communication and advanced computer skills
• Excellent interpersonal skills and business etiquette
• Strong proficiency in technology, ability to learn new software and problem solve quickly
• High attention to detail and accuracy 
• Ability to organize, prioritize and manage deadlines in a fast-paced environment
• Strong follow through on projects and activities

Health and Wellness Benefits:

Medical Insurance, Telehealth, Dental Insurance, Vision Insurance, Health Savings Account (HSA) Employee Assistance Program (EAP), Company sponsored Life and Disability Insurance, Paid Family and Medical Leave

Compensation Benefits:

Competitive Pay, Opportunity for Bonus, 401k Program and Match, Tuition Reimbursement, Certification and License Sponsorship, Career Training and Development, Salary Range $60,000 to $80,000 annual salary depending on experience.

Work/Life Balance Benefits:

"Dress for your Day" dress code, Hybrid Work Schedule, Paid Time off, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social Events and Community Giving Events.

Career Growth Benefits:

"On the Job" Training and Development, Tuition Reimbursement for industry related courses, Certification and License Sponsorship costs to achieve CLU, ChFC, ALU and LOMA designations.