Financial Consultant, Eb

Holmes Murphy & Associates

Dallas, TX, US
Not specified; discretionary bonus opportunity ava...
Active state life & health insurance license
3-5 years applicable experience
Client financial reporting analysis
The role involves running and analyzing monthly financial reports (MFSR) and presenting results to clients

Job Summary

  • The role involves running and analyzing monthly financial reports (MFSR) and presenting results to clients.
  • Candidates must articulate how emerging market conditions impact client health and welfare plans from both cost and clinical perspectives.
  • The company offers generous benefits including paid parental leave, tuition reimbursement, and a discretionary bonus opportunity.

Matching Summary

The role involves running and analyzing monthly financial reports (MFSR) and presenting results to clients.

Salary

Not specified; Discretionary bonus opportunity available; 401k profit sharing contribution provided

Skills & Requirements

Must-have

  • Active state Life & Health Insurance license
  • 3-5 years applicable experience
  • Client financial reporting analysis
  • Budget modeling assistance
  • IBNR results analysis

Nice-to-have

  • Strong client management skills
  • Strategic initiative recommendations
  • Emerging market condition articulation
  • Project management capabilities
  • Forward-thinking culture fit

Key Requirements

  • High school diploma; college degree preferred
  • 3-5 years experience in insurance industry
  • Active state specific Life & Health agent's license required

Work Rights

Not specified

Tailored Resume

Cover Letter