Dealer Engagement Consultant

Responsibilities

• Manage structure consulting activities with designated relationships
• Educate, qualify, and reinforce reinsurance candidates
• Coordinate information for business plans, trust accounts, and tax returns
• Collaborate with dealer partners and internal resources to recommend improvements
• Provide valuable consultation to Dealer Principals on structure solutions to meet their goals
• Conduct in-depth analysis of participation portfolios to generate actionable insights and recommend strategic improvements
• Cultivate and manage relationships with Dealer Principals, CFOs, CPAs, legal advisors, management companies, and trustees
• Aid Field Sales with dealer interactions via meetings, virtual consultations, calls, and written correspondence regarding structure options, investments, and proformas
• Use actuarial data to develop data-informed solutions for at-risk Section 831(b) reinsurance companies
• Ensure compliance with IRS limits and business purposes
• Leverage internal and external data sources to deliver insightful analysis that supports decision-making for dealer partners and internal stakeholders
• Assist in providing training to Field Sales on participation structures and related concepts and support escalations in formation processes
• Participate in reviews with reinsurance partners to assess and refine structures
• Maintain a strong understanding of participation structure agreements and related documents to expedite review and approval and effectively explain them to customers and stakeholders

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, a related field, or equivalent practical experience
• Strong knowledge and experience with JM&A’s product offerings, business model, and structure options; including associated tax implications a plus
• Demonstrated ability to effectively communicate complex concepts and meaningful insights clearly to stakeholders and manage multiple tasks simultaneously
• Strong consultation skills with a demonstrated ability to build and maintain relationships with customers, business partners, and other key stakeholders
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, SharePoint)
• Strong problem-solving skills, strategic thinking, and a commitment to continuous learning and professional development