Relationship Manager/ Actuary

Daybright Financial

(Remote)

COMPANY OVERVIEW

About Daybright Financial

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.

Daybright is currently seeking a Director of Agency Operations to join our Benefits Employer Solutions Segment. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

The Ideal Candidate will have

Enrolled Actuary credentials
Expertise and comfort communicating directly with clients upon request
Familiarity with actuarial and compliance issues specific to small plans
Substantial experience with cash balance plans
Familiarity with defined contribution plans
Combo plan testing experience
Knowledge of Sch C and K-1 issues as it relates to the determination of earned income
Ability to prepare sales illustrations
While not required, experience with Relius Administration/Actuarial is a plus.
Experience with ASC 715 is also a plus.

Required Skills/Experience

Ability to work independently under minimal to no supervision in a fast-paced, demanding environment. Must be a self-starter able to work under tight deadlines.
Exceptional organizational skills, strong attention to detail and a high degree of accuracy. In addition, the candidate must exhibit strong written and oral communication skills, as interaction with clients, the team, and other areas of the organization is critical to success.
Proficiency with Microsoft Office programs, including Excel, Word, and Access.
Must have experience working with small plans.

Compensation: $120k-140k

Bonus: 10%

Fully Remote

How to Apply

To apply, please email your resume to nrequena@daybright.com with (RM/Actuary MO) in the subject line.

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