Senior HNW Life Insurance Case Designer

Heimlich Financial Group

New York (NY)

Presencial

USD 110.000 - 160.000

Jornada completa

Hace 4 días

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Descripción de la vacante

Heimlich Financial Group, based in Brooklyn, NY, seeks a Life Insurance Case Designer/Analyst for high-net-worth planning. You will analyze client financial, tax, and estate data to craft sophisticated life insurance and wealth transfer strategies.

daily tasks include modeling scenarios, preparing illustrations, and drafting client-ready summaries for review with CPAs, attorneys, and carriers. You will support the advisory team with technical case design, product comparisons, underwriting

Formación

Prior hands-on experience in life insurance case design or advanced life insurance planning for affluent or high-net-worth clients is required.
Demonstrated ability to prepare, revise, and interpret life insurance illustrations using carrier software.
Strong knowledge of permanent life insurance products, including whole life, UL/VUL, and survivorship coverage.
Ability to compare policy structures, premium schedules, cash values, death benefits, and guaranteed versus nonguaranteed outcomes.
Working knowledge of estate liquidity, wealth transfer strategies, and irrevocable life insurance trusts (ILITs).
Understanding of tax concepts relevant to life insurance and estate planning, with the ability to identify questions requiring review by a client’s CPA or attorney.
Strong spreadsheet skills and comfort using CRM systems, carrier platforms, and presentation software.
Clear written and verbal communication skills, including the ability to turn technical findings into understandable summaries.
Strong attention to detail, organization, and follow-through across multiple cases and deadlines.
Ability to work collaboratively and handle confidential client information responsibly.

Responsabilidades

Model insurance scenarios and design sophisticated life insurance and wealth transfer strategies.
Prepare case design illustrations and client-facing summaries.
Coordinate with advisors, CPAs, attorneys, and carrier representatives.
Support principal and advisory team with technical case design and underwriting support.
Document complex estate and business planning situations.
Maintain accurate records and monitor in-force policies.
Contribute to process improvement and best practices in advanced planning.