Dealer Portfolio Insights Consultant

Dealer Portfolio Insights Consultant page is loaded## Dealer Portfolio Insights Consultant locations:
FL - Deerfield Bch HDQtime type:
Full time posted on:
Posted 12 Days Agojob requisition :
JR104284

As a
** Dealer Portfolio Insights Consultant**, you will focus on supporting our Field Sales team and working closely with the leadership team to provide additional insight and analytics to our dealer partners.  Your primary responsibilities will be to support ongoing dealer engagements with JM&A Group’s dealer principals and provide training to the field team on structure options. You will leverage advanced analytics and data-driven insights to provide strategic analytical and insightful consultation, drive improvements in participation structure portfolios, and ensure alignment with client goals and regulatory requirements.

Your role will involve close collaboration with key stakeholders and internal teams to deliver actionable insights and effective solutions. This position provides a foundation for growth and advancement within the company.
** Responsibilities:
*** With guidance, manage structure consulting activities with designated relationships, educate, qualify, and reinforce reinsurance candidates, and coordinate information for business plans, trust accounts, and tax returns. Collaborate with dealer partners and internal resources to recommend improvements.
* Provide valuable consultation to Dealer Principals on structure solutions to meet their goals. Conduct in-depth analysis of participation portfolios to generate actionable insights and recommend strategic improvements, fostering strong relationships and enhancing business retention.
* Cultivate and manage relationships with Dealer Principals, CFOs, CPAs, legal advisors, management companies, and trustees. Assist Field Sales with dealer interactions via meetings, virtual consultations, calls, and written correspondence regarding structure options, investments, and proformas.
* Use actuarial data to develop data-informed solutions for at-risk Section 831(b) reinsurance companies. Ensure compliance with IRS limits and business purposes.
* Leverage internal and external data sources to deliver insightful analysis that supports decision-making for dealer partners and internal stakeholders.
* Assist in providing training to Field Sales on participation structures and related concepts and support escalations in formation processes. Participate in reviews with reinsurance partners to assess and refine structures.
* Maintain a strong understanding of participation structure agreements and related documents to expedite review and approval and effectively explain them to customers and stakeholders.
*
* Qualifications:

*** Bachelor's degree in Finance, Business Administration, Accounting, a related field, or equivalent practical experience.
* Strong knowledge and experience with JM&A’s product offerings, business model, and structure options; including associated tax implications a plus.
* Demonstrated ability to effectively communicate complex concepts and meaningful insights clearly to stakeholders and manage multiple tasks simultaneously.
* Strong consultation skills with a demonstrated ability to build and maintain relationships with customers, business partners, and other key stakeholders.
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint) and familiarity with JM&A Group internal processes and systems.
* Strong problem-solving skills, strategic thinking, and a commitment to continuous learning and professional development.
* As part of your development, you will gain exposure to advanced analytics tools and methodologies to deepen your consultative impact.
* Ability to travel up to 25% of the time.#LI-BS2#LI-HYBRIDThis job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
** JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
** JM Family Enterprises, Inc. is an Equal Employment…