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Sr. Sales Support Analyst - Marsh Executive Benefits - Dallas, TX: Marsh

Executive Benefits are corporate sponsored plans that enhance a business' culture and strategic objectives by creating and preserving wealth for their executives. Through a consultative selling process, we identify existing needs that we can fulfill, or review current plans that do not adequately provide benefits/services to the executives or the sponsoring entity. We prosecute this process through a team of sales professionals, client advisors, sales support analysts and client administrators. This position provides support to the sales team, client advisors and client administrators regarding plan and funding analysis, product information , illustrations, quotes, tools, materials, and data to successfully support new business, inforce , renewal & plan reviews.

• Analyzes current market products (Supplemental Disability and Life Insurance, (Term, and GVUL) Registered and Private Placement COLI/BOLI, Institutional Annuities, and evaluates the latest market and carrier products to develop new proposals.
• Gathers, analyzes, and compares market data and pricing.
• Establishes and maintains product study of market/product intelligence and uses spreadsheet to analyze and present results.
• Prepares proposals and or financial models including tables, charts and graphs, and presents recommendations to sales team/client.
• Creates and maintains financial modeling spreadsheets to analyze plan and funding alternatives with demonstrable understanding of Cash Flow, P&L, Accounting and Tax.
• Evaluates existing plan documents, operating records, existing funding and writes summary report of findings, options and recommendations.
• Collaborates with Sales Professionals and Client Advisors regarding plan design, funding alternatives and most appropriate approach.
• Analyzes complex financial transactions and prepares recommendations for bids, proposals, policy procedure, control or action.
• Produces life insurance illustrations with the carrier provided software.
• Develops and maintains relationships with carriers and Marsh Executive Benefits colleagues.
• Facilitates the transition of pre sale or inforce illustration data to client services during implementation of new services or inforce servicing deliverables.
• Provides support when needed to other teams within the company.
• Other duties as assigned.

• Bachelor's degree from preferred
• Comprehensive knowledge of non-qualified executive benefit plans
• Three to five years of related experience and/or training with disability or COLI carrier, executive benefit broker or consulting firm
• Life & Health and series 6 and 63 required
• Strong organizational skills and attention to detail
• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.
• Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint, Outlook)
• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

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