Case Design Specialist

Job Purpose

As a Quantum Case Designer with an emphasis on fixed indexed annuities, you will provide support to top insurance producers, Financial Advisors, and Financial Institutions by preparing customized annuity sales proposals. You will also assist in evaluating financial circumstances and assessing client needs to provide options.

Responsibilities

• Run illustrations/proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
• Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
• Productively work with multiple sales teams simultaneously
• Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective
• Review and evaluate information and/or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
• Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
• Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
• Communicate sales proposal output to appropriate parties
• Identify and analyze trends related to individual producers and their proposal documentation
• Establish and maintain professional working relationships with insurance carrier sales representatives

Skills And Experience Required

• Prior experience working in the financial services industry
• Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
• PC knowledge including MS Word, Excel, Outlook and ability to learn other systems as necessary
• Strong organizational skills; capacity to manage heavy workload
• Ability to work independently, but also as a collaborative team member and to take initiative
• Detail oriented, motivated, dependable, and focused on quality of work
• Proven analytical, problem solving, and decision-making skills

Skills And Experience Preferred

• Bachelor’s degree
• 2 or more years’ experience working in the financial services industry

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, Integrity embraces a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead. Integrity offers its people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are— in person, over the phone, or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.