Executive Benefits Advanced Case Design Consultant

The Advanced Case Design Consultant is a senior technical resource responsible for supporting the design, structuring, and delivery of executive benefits solutions across a range of plan types and funding strategies. This role partners closely with internal sales teams, advisors, and clients to provide thoughtful and effective case design support for both fully underwritten and guaranteed issue (GI) programs.

The consultant contributes to the development of solutions utilizing funding vehicles such as Corporate-Owned Life Insurance (COLI), Company-Sponsored Individual Ownership (CSIO), and other executive benefit structures. This position requires strong technical knowledge, attention to detail, and the ability to translate client objectives into practical and compliant strategies. This role reports to the Head of Executive Benefits and can be based anywhere in United States.

**Key Responsibilities**

**Case Design & Solution Development**

+ Support t...