Job Opportunities

JOBS

Case Design Analyst

Four-year business, accounting, or finance degree required, recent MBA graduate preferred.  This position requires strong analytical skills and superior math skills.  This position works directly for the Producer, provides product and illustration support in the initial design and re-evaluation of Estate Planning/Wealth Transfer cases and Non-Qualified Executive Benefit plans.   Candidates must be willing and able to redirect focus as priorities change.

Duties: Generating Illustrations, maintaining a current knowledge of accounting and legal issues, and performing due diligence on carrier and product selection.

Skills: Exemplary verbal and written communication, strong financial analysis, ability to conceptualize, abilities to organize and manage multiple projects, and an advanced knowledge of Microsoft Excel.

Works directly with Producer's client base on inforce block of business. Provides support to clients with questions they may have regarding their portfolio.  Works directly with insurance carriers on newly submitted and inforce business.  Acts as a liaison between insurance carriers and policyholders.  Duties include preparing annual reviews, delivery of new policies and servicing clients' needs. 

Skills include: excellent verbal and written communications, ability to organize and manage multiple tasks.  Must be flexible and able to switch focus easily when priorities change.

Career Opportunities

1301 W Fletcher Avenue

Tampa, FL 33612

gsobczak@triangulumfinancial.com

(813) 960-1392 (fax)

To apply for any of the above positions send, fax, or e-mail your resume to:

Client Relationship Manager