Associate External Product Specialist (Fintech)

TL;DR

Associate External Product Specialist (Fintech): Managing and operating individual life insurance and annuity plans with an accent on data analysis, transaction processing, and strategic reporting. Focus on leveraging tools like Salesforce and Firelight to provide actionable insights, ensure regulatory compliance, and support insurance strategists in identifying business opportunities.

Location: Must be based in Deerfield, Illinois, United States

Salary: $91,000–$113,000

Company

A leading global financial institution providing a wide range of financial services including investment banking, securities, and investment management.

What you will do

• Assist clients in managing life insurance and annuity plans using internal systems and platforms like Salesforce and Firelight.
• Analyze data to generate actionable insights and develop reports for strategic decision-making.
• Review and approve annuity and life insurance transactions, ensuring compliance with tax withholdings and product availability.
• Collaborate with insurance strategists and advisors to identify and review business opportunities via Walletshare reports.
• Coordinate with underwriting and implementation teams to execute trust-owned policy planning.
• Mentor and train junior team members by providing subject matter expertise and constructive feedback.

Requirements

• Bachelor’s degree in Finance, Business, Project Management, or related field.
• Minimum of two years of professional experience in a related role.
• Proven experience analyzing large datasets using Excel formulas, charts, and data validation.
• Experience with multiple asset classes including fixed income, private and public equity, and hedge funds.
• Ability to present complex financial analysis to senior management and clients.

Culture & Benefits

• Competitive annual base salary with eligibility for year-end bonuses.
• Comprehensive benefits package including health insurance and retirement plans.
• Opportunity to work within a global financial leader with structured career development.
• Collaborative environment focused on professional growth and subject matter expertise.