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