State Licensed Nonqualified Analyst
A company is looking for a Nonqualified Analytics Analyst to provide financial analysis and reporting for nonqualified retirement plans.
Key Responsibilities
Manage deliverables to meet SLAs and adhere to department protocols
Research life insurance and nonqualified concepts, assisting senior analysts with data entry into analytic models
Support key initiatives, projects, and team engagement through participation in meetings and Q&A sessions
Required Qualifications
Bachelor's degree and/or equivalent experience
Familiarity with Excel
Life insurance license within established guidelines
FINRA series 6 and 63 within established guidelines
FINRA fingerprinting required
A company is looking for a Nonqualified Analytics Analyst to provide financial analysis and reporting for nonqualified retirement plans.
Key Responsibilities
Manage deliverables to meet SLAs and adhere to department protocols
Research life insurance and nonqualified concepts, assisting senior analysts with data entry into analytic models
Support key initiatives, projects, and team engagement through participation in meetings and Q&A sessions
Required Qualifications
Bachelor's degree and/or equivalent experience
Familiarity with Excel
Life insurance license within established guidelines
FINRA series 6 and 63 within established guidelines
FINRA fingerprinting required