Dealer Portfolio Insights Consultant

Dealer Portfolio Insights Consultant

As a Dealer Portfolio Insights Consultant
, you will support our Field Sales team and work closely with the leadership team to provide additional insight and analytics to our dealer partners.

• 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 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.

• 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.
• 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.
• to travel up to 25% of the time.

Salary: grade range 91,400‑189,800. Base pay depends on experience and qualifications. In addition to base pay, the position is eligible for an annual discretionary bonus and participation in our robust retirement plans, including 401(k), profit sharing, and pension. We offer medical, dental, and vision insurance, flexible spending accounts, emergency backup care, family support services, supplemental life insurance, a lifestyle spending account, parental leave, and paid time off.

This job description may not include all duties and responsibilities; it may be amended at any time at the discretion of JM Family. All work arrangements are subject to performance, business need, and manager discretion.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sexual orientation, gender identity, disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at t for assistance.