Executive Benefits Advanced Case Design Consultant
USARemote (US)mid$10K – $17K
Posted today · via Workday
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
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Skills in this role
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