M Financial Group is seeking a Product & Inforce Analysis Director to oversee the development and implementation of product selection and inforce analysis functions, supporting strategic planning and case execution for Member Firms as the Back Office Solutions (BOS) team expands and adapts.
Requirements
- In-depth knowledge of insurance planning and the application of our products, including experience in case design and competitive analysis.
- Experience with Salesforce and illustration tools preferred
- Well-developed computer skills, including use of: Illustration software, Microsoft Office tools, and the internet
Responsibilities
- Develop frameworks and best practices for product selection, case design, and inforce policy reviews.
- Support sales enablement by delivering timely, high-quality analysis of life insurance products and inforce policies.
- Maintain deep knowledge of the Company’s insurance portfolio and how it compares across the marketplace — particularly around unique or differentiated product features.
- Lead large and complex case design work, collaborating closely with Member Firms and BOS teammates.
- Translate technical product knowledge into advisor- and client-facing deliverables such as case studies, Excel-based models, competitive summaries, and strategy memos.
- Collaborate with internal product and sales support teams to refine internal tools and resources.
- Serve as a point of escalation for complex product design or inforce policy questions.
Other
- Partner with BOS leadership to shape and continuously refine the strategic direction of the Product & Inforce Analysis function.
- Excellent oral and written communication skills
- Demonstrated negotiation skills
- Ability to establish and maintain effective working relationships with Member Firms and M team members
- Light Travel Required (10% - 20%)
