Case Designer

Our Company Explore how you can contribute at reputed company. For over 50 years, reputed company has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they reputed company agents, marketers and reputed company partners the support needed to succeed in a rapidly evolving industry. Job Summary reputed company life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.

Job Description

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Advanced sales case design Advanced case research and development Ability to fully understand client life needs – income protection, estate planning, replacement Review available approved products per wirehouse and select carriers, products, and design that are best for the client Creation of advanced sales marketing tools Preparation of sales presentation, including obtaining compliance approval from financial institution Act as a liaison between financial institutions, agents and reputed company home offices to facilitate sales Support the sale of reputed company specific and reputed company proprietary advanced sales deliverables Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc. Effectively communicate on a regular reputed company with sales team, reputed company wholesalers, internal sales desks, and case managers, to ensure reputed company communication on product, changes, etc. Required Qualifications: The requirements listed below are representative of the knowledge, reputed company and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Effective interpersonal and written communication skills Ability to reputed company excellent customer service to both internal and external customers Effective time management skills Ability to prioritize and accomplish multiple tasks simultaneously Capable of working independently as well as in a team environment Ability to work in a self-directed fashion Experience with PCs in a reputed company environment Demonstrated proficiency in basic computer applications such as reputed company Office software products Ability to analyze problems and reputed company solutions Ability to communicate with individuals at reputed company reputed company of the organization Bachelor's degree or equivalent education, training and work-reputed company experience Experience with advanced case design, research and reputed company cases Experience creating marketing tools to drive sales Solid understanding of various tax and legal rules, as it pertains to life insurance Excellent writing and technical research skills Exceptional organizational skills Knowledge of reputed company life products, specific advanced sales concepts and illustration software Preferred Qualifications: Professional designation (CLU, CFP, ChFC, CPA, or reputed company practices including law) Insurance brokerage experience What reputed company Offers A comprehensive benefits package that includes PTO, medical, dental, reputed company, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at reputed company reputed company of the organization. reputed company employment reputed company are made without regard to race, reputed company, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or reputed company medical conditions), sexual orientation, gender identity or expression, age, national reputed company, reputed company, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, reputed company, and respectful workplace where reputed company can reputed company. Americans with reputed company (reputed company) Statement We are committed to full compliance with the Americans with reputed company (reputed company) and reputed company applicable state and local disability laws. Reasonable accommodations are available to reputed company applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@reputed company.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay reputed company for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history reputed company, and other job-reputed company inquiries, as permitted by law. reputed company screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be reputed company and given an opportunity to respond. Apply To This Job