Job Details

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.

The Product & Inforce Analysis Director plays a critical role within the Back Office Solutions (BOS) team. This position oversees the development and implementation of product selection and inforce analysis functions, supporting strategic planning and case execution for Member Firms. As BOS expands and adapts, we seek a results-driven leader who thrives in ambiguity, excels in collaboration, pursues innovation, and maintains a broad perspective on planning challenges, relationships, and solutions. This role anchors a dynamic, evolving team. While the responsibilities below reflect the position's primary focus, flexibility and a collaborative spirit are key. The ideal candidate will actively shape the direction and capabilities of BOS as we scale and refine our services.

Responsibilities:

• Partner with BOS leadership to shape and continuously refine the strategic direction of the Product & Inforce Analysis function.
• Develop frameworks and best practices for product selection, case design, and inforce policy reviews.
• Support sales enablement by delivering timely, high-quality analysis of life insurance products and inforce policies.
• Maintain deep knowledge of the Company's insurance portfolio and how it compares across the marketplace — particularly around unique or differentiated product features.
• Lead large and complex case design work, collaborating closely with Member Firms and BOS teammates.
• Translate technical product knowledge into advisor- and client-facing deliverables such as case studies, Excel-based models, competitive summaries, and strategy memos.
• Collaborate with internal product and sales support teams to refine internal tools and resources.
• Develop training and thought leadership content to support BOS initiatives.
• Serve as a point of escalation for complex product design or inforce policy questions.
• Lead or contribute to BOS projects related to reporting, technology enhancements, process improvement, and corporate initiatives.

Qualifications:

• Bachelor's degree preferred
• Life Insurance license and industry designations (CLU, CFP, ChFC) preferred
• In-depth knowledge of insurance planning and the application of our products, including experience in case design and competitive analysis. Home office or member firm experience a plus.
• Minimum of 10 years' progressively responsible experience in the life insurance industry including management responsibilities
• Excellent oral and written communication skills
• Demonstrated negotiation skills
• Experience with Salesforce and illustration tools preferred
• Well-developed computer skills, including use of: Illustration software, Microsoft Office tools, and the internet
• Ability to establish and maintain effective working relationships with Member Firms and M team members

Job Conditions & Environment:

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day remotely
• 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

• Light Travel Required (10% - 20%)

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.