ST. PETERSBURG COLLEGE GRADUATES
Career opportunities are great here at UFC and I hope to help open up the same opportunities to other fellow SPC students! Here are some of the opportunities we offer.
- Advanced Financial Design – Creating Illustrations for New Business
- Inforce Illustration Review – Supporting the Annual Renewal Process
- Internal Wholesaler – Growing & Supporting the UFC Agent network
- Case Management – New Business Processing and Case Followup
- Licensing and Contracting – Onboarding of New Agents
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Career opportunities in tech and finance
Universal Financial Consultants is an Insurance Marketing Agency supporting the business of thousands of financial advisors around the country. These agents sell a variety of investments through us, like fixed annuities, index annuities, life insurance, index universal life, and long term care products.
Each sale needs an advanced financial design to accompany it which provides the explanation of how the product will meet the client’s need. This position requires an analytical mind to work out the variety of design scenarios.
Beyond company specific illustrations, we use a financial analysis tool called InsMark to illustrate the impact of various financial opportunities for a client. This is a special service we offer our agents, providing very detailed reports that require extensive input. I personally train any new hire on how to use the InsMark illustration design system along with product specific illustrations.
We also employ an advanced design system called Premium Life Plus™. This is our brand of Premium Financing, which is exclusive to high net worth individuals, that utilizes bank financing to invest in Index Universal Life products. The right candidate to assist with Premium Life Plus™ illustrations will need to have advanced skills with Excel spreadsheets along with both an analytical and creative mind. Scenario designs for these highly specialized financial illustrations are a critical core component of the success here at UFC.
PremiumLife Plus™ is an advanced financial strategy that allows HNW individuals to purchase the life insurance they need while minimizing the disruption to their existing financial strategies. By financing premiums, clients may be able to limit their initial out-of-pocket costs, retaining their personal capital for other personal and business purposes.