Overview Initiates, develops and maintains annuity, investment and life insurance product sales ... Proven, quantitative success meeting or exceeding territory production requirements. - Required
Overview Initiates, develops and maintains annuity, investment and life insurance product sales ... Proven, quantitative success meeting or exceeding territory production requirements. - Required
Who we are Founded in 1997, Merrick Bank is an FDIC-insured financial institution headquartered in ... Additionally, the candidate will possess a strong blend of quantitative acumen, business insight ...
Who we are Founded in 1997, Merrick Bank is an FDIC-insured financial institution headquartered in ... Additionally, the candidate will possess a strong blend of quantitative acumen, business insight ...
Who we are Founded in 1997, Merrick Bank is an FDIC ® -insured financial institution headquartered ... Additionally, the candidate will possess a strong blend of quantitative acumen, business insight ...
Who we are Founded in 1997, Merrick Bank is an FDIC ® -insured financial institution headquartered ... Additionally, the candidate will possess a strong blend of quantitative acumen, business insight ...
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
Quick apply
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
Excellent organizational, interpersonal, quantitative, writing, and communication skills. * Well ... life/AD&D insurance and short-term/long-term disability. Employees are able to enroll in our ...
Excellent organizational, interpersonal, quantitative, writing, and communication skills. * Well ... life/AD&D insurance and short-term/long-term disability. Employees are able to enroll in our ...
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
Quick apply
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
... quantitative, justifiable results to guide feature planning * Translates real-world Healthcare ... Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We ...
... quantitative, justifiable results to guide feature planning * Translates real-world Healthcare ... Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We ...
Maintenance Technician
Charleston, UT · On-site
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
Quick apply
Maintenance Technician
Charleston, UT · On-site
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
VP, Amazon Analytics
Draper, UT · On-site
Degree in a quantitative field (e.g., Statistics, Engineering, Economics, Mathematics) preferred ... You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
VP, Amazon Analytics
Draper, UT · On-site
Degree in a quantitative field (e.g., Statistics, Engineering, Economics, Mathematics) preferred ... You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
Excellent organizational, interpersonal, quantitative, writing, and communication skills. * Well ... life/AD&D insurance and short-term/long-term disability. Employees are able to enroll in our ...
Excellent organizational, interpersonal, quantitative, writing, and communication skills. * Well ... life/AD&D insurance and short-term/long-term disability. Employees are able to enroll in our ...
Principal Analyst
Pleasant Grove, UT · On-site
$130K/yr
Transform qualitative and quantitative findings into clear, structured deliverables such as ... We offer exceptional benefits, including medical, dental, vision, life insurance, HSA with company ...
Quick apply
Principal Analyst
Pleasant Grove, UT · On-site
$130K/yr
Transform qualitative and quantitative findings into clear, structured deliverables such as ... We offer exceptional benefits, including medical, dental, vision, life insurance, HSA with company ...
Data Scientist
Lehi, UT · On-site
... quantitative, justifiable results to guide feature planning * Translates real-world Healthcare ... Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We ...
Data Scientist
Lehi, UT · On-site
... quantitative, justifiable results to guide feature planning * Translates real-world Healthcare ... Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We ...
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
Quick apply
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
Maintenance Technician
Alta, UT · On-site
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
Quick apply
Maintenance Technician
Alta, UT · On-site
... and quantitative fit tests. WHAT WE OFFER * Competitive salary * Retirement Savings: Choose from 401(k) pre-tax and/or Roth after-tax savings * Medical, Dental, Disability and Life Insurance
New
VP, Amazon Analytics
Draper, UT · On-site
Degree in a quantitative field (e.g., Statistics, Engineering, Economics, Mathematics) preferred ... You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
VP, Amazon Analytics
Draper, UT · On-site
Degree in a quantitative field (e.g., Statistics, Engineering, Economics, Mathematics) preferred ... You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
Data Scientist
Lehi, UT · On-site
... quantitative, justifiable results to guide feature planning * Translates real-world Healthcare ... Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We ...
Data Scientist
Lehi, UT · On-site
... quantitative, justifiable results to guide feature planning * Translates real-world Healthcare ... Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We ...
Senior Analyst
Pleasant Grove, UT · On-site
$90K/yr
Analyze qualitative and quantitative data to identify themes, trends, and meaningful takeaways ... We offer exceptional benefits, including medical, dental, vision, life insurance, HSA with company ...
Quick apply
Senior Analyst
Pleasant Grove, UT · On-site
$90K/yr
Analyze qualitative and quantitative data to identify themes, trends, and meaningful takeaways ... We offer exceptional benefits, including medical, dental, vision, life insurance, HSA with company ...
Principal Analyst
Pleasant Grove, UT · On-site
$130K/yr
Transform qualitative and quantitative findings into clear, structured deliverables such as ... We offer exceptional benefits, including medical, dental, vision, life insurance, HSA with company ...
Quick apply
Principal Analyst
Pleasant Grove, UT · On-site
$130K/yr
Transform qualitative and quantitative findings into clear, structured deliverables such as ... We offer exceptional benefits, including medical, dental, vision, life insurance, HSA with company ...
Experienced Analyst - Master's of Finance
Orem, UT · On-site
$115K - $145K/yr
Casework has both quantitative and qualitative elements, involving key responsibilities such as ... insurance, cryptocurrency, consumer goods, life sciences, high technology, energy ...
Experienced Analyst - Master's of Finance
Orem, UT · On-site
$115K - $145K/yr
Casework has both quantitative and qualitative elements, involving key responsibilities such as ... insurance, cryptocurrency, consumer goods, life sciences, high technology, energy ...
Benefits Manager
Lehi, UT · Remote
... insurance programs. * PTO and Leave Policy Governance: Establish governance frameworks for paid ... Strong quantitative and analytical skills with the ability to interpret complex benefits data and ...
Benefits Manager
Lehi, UT · Remote
... insurance programs. * PTO and Leave Policy Governance: Establish governance frameworks for paid ... Strong quantitative and analytical skills with the ability to interpret complex benefits data and ...
Insurance Quant information
See Provo, UT salary details
$92.7K - $106.6K
15% of jobs
$106.6K - $120.5K
7% of jobs
$124.8K is the 25th percentile. Wages below this are outliers.
$120.5K - $134.4K
9% of jobs
$134.4K - $148.3K
14% of jobs
The median wage is $154.6K / yr.
$148.3K - $162.1K
12% of jobs
$162.1K - $176K
14% of jobs
$181.7K is the 75th percentile. Wages above this are outliers.
$176K - $189.9K
12% of jobs
$189.9K - $203.8K
7% of jobs
$203.8K - $217.7K
5% of jobs
$217.7K - $231.6K
5% of jobs
$231.6K - $245.5K
0% of jobs
$92.7K
$160.6K
$245.5K
How much do insurance quant jobs pay per year?
What are insurance quants?
What are the key skills and qualifications needed to thrive as an Insurance Quant, and why are they important?
What is the difference between Insurance Quant vs Actuary?
| Aspect | Insurance Quant | Actuary |
|---|---|---|
| Required Credentials | Advanced degrees in mathematics, statistics, or finance; often CFA or FRM certifications | Professional actuarial certifications (SOA, CAS), exams required |
| Work Environment | Quantitative teams within insurance companies, hedge funds, or consulting firms | Insurance companies, consulting firms, government agencies |
| Job Focus | Developing models for risk assessment, pricing, and financial strategies | Calculating insurance premiums, reserving, and risk management |
| Common Search/Comparison | Insurance Quant vs Actuary |
Insurance Quants and Actuaries both work in the insurance industry with a focus on risk and financial modeling. Quants typically use advanced mathematics and programming to develop models, while actuaries focus on pricing and reserving using actuarial exams and certifications. Both roles require strong quantitative skills, but their daily tasks and certifications differ.
How does an Insurance Quant typically collaborate with underwriters and actuaries in their daily work?
Western & Southern Financial Group rating
8.9
Based on 8 frontline employees who took The Breakroom Quiz
44th of 281 rated insurance
Job description
Initiates, develops and maintains annuity, investment and life insurance product sales offered through Western & Southern Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler to include coachability and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and follow-through on commitments. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to VPs and executive-level associates as appropriate.
ResponsibilitiesWhat you will do:
- Prepares business plans and schedules as well as conduct outside and inside sales calls to financial professionals in order to influence them to sell and promote fixed, income and variable annuities, life insurance and mutual funds within an assigned territory.
- Conducts one-on-one meetings, seminars, and training sessions to both financial professionals and retail clients; generally uses W&SFGD prepared materials and may collaborate with RTDM/RSM and/or VP, Business Development and/or VP, Wholesaler Development for materials and approach.
- Partners with RTDM/RSM and/or VP, Business Development and/or VP, Wholesaler Development to assess product knowledge, selling and referral-building capabilities, then determining needs in order to provide appropriate training.
- Coaches individual sales personnel on selling techniques.
- Conducts product and non-product specific educational seminars to bank and non-bank customers.
- Monitors training sessions conducted by bank sales management.
- Reviews periodicals on the market, fund performance, economy and product position strategy and manager philosophy to engage in topical conversations in the financial institutions environment.
- Manages territory to maximize sales with the efficient use of agreed upon expenses. Budgets estimated sales and client support expenses on an annual basis. Submit expense reports weekly.
- Calls on reps with associated broker-dealers and financial institutions in addition to attending/conducting seminars and conferences.
- Works to retain existing assets and clients. Works with the Home Office to follow up on significant surrenders.
- Conducts meetings utilizing the Challenger Sale approach utilizing consult, challenge, and educate financial professionals on our value add and business building resources, value proposition, and promotion our product lines
- Responsible for adding new producers as an important component to your territory growth and quarterly bonus eligibility.
- Effectively partners and collaborates with Internal Wholesaler to manage territory and generate sales
- Performs other duties as assigned.
- Complies with all policies and standards.
- Bachelor's Degree Or commensurate selection criteria experience. - Required
- Typically minimum 2 years internal wholesaler experience - Required
- Demonstrated successful experience wholesaling in the financial services industry. - Required
- Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
- Demonstrated experience working independently. Experience must include anticipating, identifying and resolving problems where independent decision-making and initiative are clearly evident. - Required
- Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. - Required
- Displays a minimum of five to seven attributes of successful wholesalers to include coachability, organization, relationship skills, modeling service, communication skills, personable, chameleon-like adaptability, technologically literate, goals-oriented and is a student of the industry - Required
- Proven, quantitative success meeting or exceeding territory production requirements. - Required
- Possesses and displays excellent verbal and written communication skills with ability to convey information in a clear, focused and concise manner. Ability to prepare correspondence, reports, and forms using a prescribed format. - Required
- Possesses superb presentation skills. Must be able to provide examples of effectively presenting information to individuals at all levels. - Required
- Proven track record of building excellent relationships with customers. Must be able to provide examples of successfully negotiating with external and internal customers. - Required
- Proven ability to grasp new products, concepts and procedures. - Required
- Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands. - Required
- Working knowledge of Microsoft Office Products. - Required
- FINRA Licenses FINRA Series 6 or 7 license. Upon Hire - Required
- FINRA Licenses FINRA Series 63 license. Upon Hire - Required
- Appropriate state insurance licenses. Upon Hire - Required
Work Setting/Position Demands:
- This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Extended hours required during peak workloads or special projects/events.
- Valid Driver's License with a safe driving record
- Valid Driver's License with a safe driving record
Travel Requirements:
- 85% travel required.
What Western & Southern Financial Group employees say
Pay
Benefits
Hours and flexibility
Workplace
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About Western & Southern Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1888