TruStage · 1 day ago
Executive Benefits Program Specialist
United States
Full-time
Hybrid
Mid Level
$73K/yr - $110K/yr
3+ years expTruStage is dedicated to making a brighter financial future accessible to everyone. The Executive Benefits Program Specialist will support the Executive Benefits team by providing sales support and product installation services for insurance and financial products, while also collaborating with various stakeholders to meet client needs and improve processes.
Financial Services
Responsibilities
Work in collaboration with the Executive Benefits team members and carriers to provide coordinated support in fulfilling new business responsibilities to credit unions, participants, and field reps; Maintain contact with these groups to share information, learn their needs and expectations, resolve issues and build effective working relationships
Accountable to take and submit for processing new applications for life insurance, and annuity products sold through our sales distribution channels
Participate in identification of process improvement opportunities and recommendations
Produce and transmit accurate illustrations
Completes tasks, analyses, and processes related to the following:
Gathering and analyzing and reporting investment data
Maintaining accuracy and integrity of various applications, systems, and modeling tools
Reconciling information from various sources
Modeling various scenarios for customers
Producing ad-hoc reports
Understands all aspects of approved carrier’s illustration software
Understands all aspects of approved carrier’s concepts and products
Provide product and concept support/options to external customer for basic case design
Under the direction of leadership, develop and maintain relationships with external product partners
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, or related field
FINRA Securities Industry Essentials Examination, Series 6 or 7, 63 and investment Advisor Registration (Series 65 or 66), Life, Health and Variable Insurance licenses or ability to obtain within 90 days
3+ years of relevant experience
Life insurance experience, with illustration software experience preferred
Foundational knowledge of Executive Benefit Plans including Nonqualified Deferred Compensation, Split Dollar, and Total Benefits Pre-funding
Strong analytical and problem-solving skills
Ability to build effective relationships
Ability to clearly communicate both verbally and in writing
Ability to travel up to 10% depending on business need
Preferred
Life insurance experience, with illustration software experience preferred
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage™ is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
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