Careers

Careers

The following career opportunities are available. We are looking for candidates with good organizational and communication skills who want to work in a positive, friendly work environment offering tremendous career growth. Attributes required include: initiative, accuracy, ability to work well under pressure and professionalism. If you have an entrepreneurial spirit and enjoy creating innovative solutions to complex problems in a collaborative environment, forward your resume today.

Financial Analyst/Case Designer

Position Description

Provide product and illustration support in the initial design and re-evaluation of Estate Planning/Wealth Transfer cases and Non-Qualified Executive Benefit plans for Thomas Financial producers.


Responsibilities

  • Case management from gathering initial financial data through development  of final sales presentation.
  • Interpret plan documents, insurance policies, wills and trusts to determine  client’s objectives.
  • Perform due diligence on carrier and product selection.
  • Keep abreast of accounting and legal issues and their impact on existing  business and future business.
  • Generate illustrations for proposed plan.
  • Compare and contrast illustrations for competitiveness and ability to meet  long term objectives.
  • Generate illustrations for existing plans and review to determine funding  adequacy.

    • Requirements

  • Bachelors Degree in Business Administration, Finance, Mathematics or  Actuarial Science.
  • Three to five years experience in life insurance industry or related marketplace.