Annuity Case Designer, Highland Capital Brokerage

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 job-related factors including location, skills, licensure, experience, and education.

Benefits

• Health, vision, and dental insurance
• 401k retirement plan
• Paid time off
• Volunteer days
• Additional benefits available (see careers page for details)

About the role

The Annuity Case Designer will work alongside annuity sales teams to assist financial professionals with annuity business, helping increase overall annuity sales. This role operates in a fast-paced environment and requires adaptability to change. The position may evolve into a full-time Regional Vice President in the future.

Responsibilities

• Provide pre-sales support to assigned annuity sales team, including 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 recommending changes or alternate plans to optimize performance and generate new sales/revenue
• Respond to service and solicitation requests in a timely manner, meeting company service levels
• Maintain 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, webinars, and carrier-offered strategies, talks, or podcasts
• Answer overflow calls from the phone queue
• Participate in email campaigns and webinars by following up on engaged prospects and writing to financial professionals
• Assist sales team with prospecting, setting appointments, and follow-up meetings
• Log all activities (illustrations, calls, meetings, etc.) into Salesforce and store illustrations according to established protocols
• Perform miscellaneous clerical duties, special projects, reporting, or provide help wherever required

Requirements

• 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

Qualifications

• Bachelor’s degree preferred; H.S. Diploma or GED certificate + significant practical experience will be considered
• Life & Health Insurance License preferred
• 3 or more years of sales/sales support experience in the annuity environment (preferred)
• Working toward completion of CLU or ChFC designations (preferred)
• Working toward completion of Series 6 and 63 (preferred)