Job Summary
A company is looking for a Senior Director Funding Strategy & NQ Deferred Compensation.
Key Responsibilities
- Serve as a subject matter expert in nonqualified informal funding strategies, particularly COLI products
- Lead a team providing pre- and post-sale consulting related to informal funding strategies
- Manage relationships with life insurance carriers and oversee the revenue of the NQ COLI insurance book of business
Required Qualifications
- Bachelor's degree or related experience
- 10+ years of industry experience
- High-level knowledge of NQ products, including COLI and the financial services industry
- FINRA Series 6, 26, and 63, and Life Insurance licenses within established timelines
- Demonstrated experience in navigating complex organizations and managing employees
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