Annuity Case Designer

Location(s): All Locations / Remote
Role Type: Full time

Pay

$55,000 - $63,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Benefits

• Health, vision, and dental insurance
• 401k
• Paid time away
• Volunteer days

About the role

The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.

Requirements

• Bachelor’s Degree Preferred; H.S. Diploma or GED certificate + Significant Practical Experience will be considered
• Life & Health Insurance License preferred
• Multi-carrier insurance product experience
• Excellent verbal and written communication skills to effectively present complex concepts
• Ability to build strong, lasting relationships with producers/advisors through trust and rapport
• Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software)
• High sense of urgency and ability to prioritize workload in a demanding environment
• Familiarity with Salesforce to manage activities, client information and leads

Preferred Qualifications

• 3 or more years of sales/sales support experience in the annuity environment
• Work towards completion of CLU or ChFC designations
• Work towards completion of Series 6 and 63

Responsibilities

• Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps, and assisting with electronic submission platforms
• Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
• Respond in a timely manner meeting company service levels for all service and solicitation requests
• Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
• Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
• Answer overflow calls from the phone queue
• Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
• Assist sales team by prospecting, setting appointments and follow up meetings
• Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
• Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it’s required