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 the design and development of executive benefit solutions, including Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements. Assist in structuring cases across both fully underwritten and guaranteed issue (GI) platforms in alignment with client needs and objectives. Contribute to the development of funding strategies utilizing COLI, CSIO, and other financing approaches, with consideration for tax efficiency and balance sheet implications. Technical Expertise & Product Support Serve as a key technical resource across life insurance products (UL, IUL, VUL, WL). Provide guidance on underwriting considerations, carrier selection, and product positioning. Support policy design decisions, including premium structures, funding approaches, and benefit optimization. Case Development & Execution Translate client objectives into detailed case designs, including financial modeling, illustrations, and value analysis. Assist in coor