Executive Benefits Assistant

Overview

The Executive Benefits Analyst is responsible for combining technical analysis, client servicing, and business development responsibilities. This position is responsible for preparing and interpreting insurance illustrations, supporting client income distribution strategies, and leading annual policy reviews, while also contributing to client retention and revenue growth through consultative engagement and production. The ideal candidate brings strong analytical capabilities, deep knowledge of life insurance‑based executive benefit strategies, and the ability to translate complex financial concepts into actionable client recommendations.

• Develop, analyze, and present insurance illustrations (primarily life insurance products including indexed universal life, variable universal life, and whole life)
• Model funding strategies and demonstrate policy performance under various scenarios
• Partner with advisors, consultants, and producers to structure executive benefit solutions such as:
• Deferred compensation plans
• Ensure accuracy, compliance, and alignment with carrier assumptions and industry standards
• Design and monitor client income distribution strategies from insurance‑based solutions
• Illustrate and track policy loans, withdrawals, and income streams to meet client objectives
• Conduct stress‑testing of in‑force policies to assess sustainability under changing interest rates and crediting assumptions
• Collaborate with clients and internal advisors to adjust strategies as needed to optimize outcomes
• Lead and/or support comprehensive annual policy reviews for executive benefit clients
• Evaluate in‑force policy performance vs. original projections and identify necessary adjustments
• Prepare client‑friendly reports summarizing key findings, risks, and recommendations
• Maintain proactive communication with clients to ensure understanding and confidence in their plans
• Actively support business development efforts by contributing technical expertise in prospect meetings and proposal development
• Identify opportunities to enhance or expand client relationships through additional insurance strategies
• Build and maintain strong relationships with carriers, internal teams, and external partners
• Assist in transitioning prospects into clients through consultative selling and solution design
• Ensure all illustrations, recommendations, and communications adhere to regulatory and firm compliance standards
• Maintain accurate records of client interactions, analysis, and recommendations
• Stay current on industry trends, product changes, and regulatory developments impacting executive benefits

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 3–7+ years of experience in:
• Life insurance analysis or advanced markets
• Executive benefits or non‑qualified plan design
• Financial planning or wealth management (preferred)
• Fast‑paced and deadline‑driven, particularly during annual review cycles and new business case development.
• Handles sensitive executive and financial information; must maintain strict confidentiality and adhere to data privacy and compliance standards.

A Comprehensive Health, Wellness and 401k package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. We live our Core Values with Purpose and believe putting our employees first will enable and embolden them to put our membership first.

Competitive Pay, Bonus, and Benefits Package, 401k Match, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities

• Collins Community Credit Union is an EEO Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for career opportunities with the Credit Union. We are an E‑Verify Employer.