Life Insurance Financial Analyst
HybridIndividual Life ProtectionLife Annuity OtherExperience StudiesProduct Development & Plan DesignRegulatory Reporting
Role Summary
Loading...HIGHLIGHTS
Life actuarial-adjacent analyst role focused on financial analysis and modeling for life insurance products. You will analyze mortality/longevity risk, build financial models for cash values and riders, and support product and investment recommendations. Hybrid role based in Los Angeles/Irvine (US) for candidates with 3+ years life insurance experience.
JOB DESCRIPTION SUMMARY
- Perform financial analysis and modeling for life insurance products and financed strategies
- Assess mortality and longevity risk and refine assumptions
- Build models projecting premiums, cash value crediting rates, and rider performance
- Use Excel, VBA and SQL for modeling and reporting
- Hybrid role — occasional in-office meetings in Irvine or Los Angeles
DOMAIN EXPERTISE
- financial analysis within the life insurance industry
- mortality and longevity risk assessment
- life insurance product modeling and illustrations
- modeling financed life insurance strategies and riders
- assessing interest rate and lending impacts on collateral projections
KEY REQUIREMENTS
- 3+ years of financial analysis experience within the life insurance industry
- Proficiency in Excel, VBA, and SQL for modelling and analysis
- Knowledge of mortality and longevity risk assessment methodologies
- Familiarity with life insurance modeling and illustrations
- Willingness/ability to commute to Irvine or Los Angeles offices for occasional meetings
TECH STACK
- Excel
- PowerPoint