Product Specialist (Hybrid)

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Product Specialist to join our team.

This position is responsible for assisting in the development, distribution and use of competitive information, competition studies and analytic reports that are used by Product Management, Product Development, Member Firms and Partner Carriers, in order to facilitate product evaluation, identify product trends, and drive better results for M Member Firms and their clients.

Your efforts, analysis, and insights will help shape the future of M's product portfolio.

Key areas of responsibility include analysis of insurance products, maintenance of tools and reports, data aggregation.

RESPONSIBILITIES

Key Product Comparison:

• Maintain up-to-date competitive studies for M's proprietary products and their key competitors

• Use a variety of methods and software to generate competitive data

• Use Excel to cleanse and aggregate competitive data for reporting

Product research:

• Seek out information on competitor products from various sources

• Conduct competitive analysis and create summaries of competitor products

Intelligence:

• Provide supporting material for white papers to assist Member Firms in understanding and communicating life insurance products

• Provide competitive reports to various stakeholders, such as other teams and external partners

• Assist in answering questions from Member Firms about products

• Track changes to the life insurance product landscape

Miscellaneous:

• Continually enhance knowledge of life insurance and investment products, financial software, taxation, and financial analysis methodologies and concepts

• Provide support and product insights for sales support team

• Maintain reports of key product features and parameters

• Other duties as assigned

QUALIFICATIONS

• Bachelor's degree in Math, Finance or related field

• Some work experience in finance or analytics preferred

• Experience with Excel required

• Experience with VBA and SQL preferred

• Comfort managing large amounts of data

• Ability to prioritize and meet deadlines in a fast-paced environment

• Excellent critical thinking and analytical skills with an eye for detail

• Ability to establish and maintain effective working relationships with Carriers, Member Firms, and fellow M Team Members

JOB CONDITIONS AND ENVIRONMENT

• Hybrid work environment in Portland, OR offering a blend of virtual/work from home and onsite days designed to support flexibility
• Normal office environment/desk assignment
• Extensive use of PC's, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• Potential for light travel (up to 10%)