Distribution Associate - Pension-8397
If working within a Pension Risk Transfer environment is of interest, then this position is for you. The Distribution Associate will contribute to the PRT deal process from end to end. This will include sourcing and bidding of new deals, the production of proposals and client presentations, liaising with pricing and understanding the actuarially produced prices for the deals, understanding the financial reports and metrics and management of various relationships.
Duties and Responsibilities:
Review RFPs, be able to summarize key items and produce responses.
Create due diligence materials and proposal packages: liaising with pricing, operations and legal in order to produce a complete proposal package for Pension Risk Transfer deals.
Develop a deep understanding of this business to portray to those companies who conduct due diligence
Have an understanding of the actuarial principles behind pricing PRT deals. Work with the Pricing team to ensure competitive and profitable pricing process.
Conduct PRT market research/analysis.
Establish and maintain relationships with brokers and consultants in the PRT market to ensure market opportunites are identified and executed.
2+ years of experience in financial, investment, or insurance industry.
Preferred experience in an actuarial role, marketing role or building external client relationships
Actuarial exams/credentials not required, but will be supported if interested.
Practical knowledge of US pension risk transfer business.
Strong project management experience and customer service focused.