Annuity Case Designer

This is a fully remote position, open to applicants in United States.

📋 Description

• Offer pre-sales assistance to the designated annuity sales team, which includes designing cases, generating illustrations, summarizing annuity designs and concepts, reviewing current rates and caps, and aiding with electronic submission platforms.

• Conduct annuity evaluations by examining in-force policy data and suggesting modifications or alternative plans to enhance existing policy performance and drive new sales/revenue.

• Respond promptly to service and solicitation inquiries while adhering to company service standards.

• Showcase annuity product features, benefits, and pricing to financial professionals.

• Keep up-to-date with the competitive marketplace by engaging in educational opportunities, webinars, carrier strategies, talks, and podcasts.

• Handle overflow calls from the phone queue.

• Participate in email campaigns and webinars by following up with interested prospects and communicating with financial professionals.

• Support the sales team in prospecting, setting appointments, and conducting follow-up meetings.

• Log activities in Salesforce and organize illustrations according to established guidelines.

• Carry out miscellaneous clerical tasks, special projects, reporting, and additional support as needed.

⛳️ Requirements

• Bachelor’s Degree preferred; a high school diploma or GED certificate along with significant practical experience will be considered.

• Life & Health Insurance License preferred.

• Experience with multi-carrier insurance products.

• Exceptional verbal and written communication skills to effectively convey complex concepts.

• Capability to develop strong, enduring relationships with producers/advisors through trust and rapport.

• Proven experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).

• High sense of urgency and ability to prioritize tasks effectively in a fast-paced environment.

• Familiarity with Salesforce for managing activities, client information, and leads.

• Preferred 3 or more years of sales/sales support experience in the annuity sector.

• Actively working towards the completion of CLU or ChFC designations.

• Actively pursuing completion of Series 6 and 63.

🏝️ Benefits

• Annual bonus.

• Health insurance.

• Vision insurance.

• Dental insurance.

• 401k.

• Paid time away.

• Volunteer days.