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Provide strategic regulatory and compliance advice to sales and manufacturing teams for insurance, savings, and retirement products; assess regulatory risks; design and deliver compliance training; maintain the compliance framework; support projects with practical recommendations and engage internal and external stakeholders.

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.

As a Pricing Consultant, you will evaluate risks in life insurance, produce high-quality evaluations, negotiate with reinsurers, and provide strategic support to sales teams. You will also train stakeholders on advanced pricing philosophies and oversee financial analysis within pricing teams.

Processes life insurance applications from submission through policy issuance and commission settlement. Responsibilities include ordering and tracking underwriting requirements, reviewing documentation and mail, entering data in WealthServ, preparing submissions, coordinating between advisors and insurance carriers, following up on outstanding requirements, resolving underwriting issues, verifying policy accuracy, and maintaining timely status updates while meeting service standards.