Advanced Case Designer

Job Summary

Providing advanced planning and illustration support to life insurance producers, the full-time remote Advanced Case Designer will manage case design, develop marketing tools, and facilitate communication between financial institutions, agents, and carriers.

Key responsibilities

• Design and research advanced sales cases tailored to client needs in income protection and estate planning
• Create advanced marketing tools and prepare sales presentations, ensuring compliance with financial institutions
• Maintain in-depth knowledge of approved carriers and products, communicating regularly with sales teams and case managers

Required qualifications

• Bachelor's degree or equivalent education and experience
• Experience with advanced case design and creating marketing tools for sales
• Solid understanding of tax and legal rules related to life insurance
• Proficiency in Microsoft Office and basic computer applications
• Exceptional organizational and technical research skills