Life Insurance Case Design Analyst

Job Summary

Providing case design support to financial professionals, the full-time Life Insurance Case Design Analyst will develop quotes, create illustrations, and assess client needs while working remotely Monday through Friday from 8am to 5pm CT.

Key responsibilities

• Deliver tailored case design solutions through consultations, aligning with client objectives and funding strategies
• Evaluate insurability and develop recommendations, providing alternative illustrations to enhance solution quality
• Document interactions in the CRM system, follow up on cases, and proactively reach out to advisors to identify revenue opportunities

Required qualifications

• Thorough knowledge of life insurance products, planning techniques, and illustration platforms
• Extensive experience in providing sales desk support in a brokerage general agency or home office environment
• Ability to communicate effectively with advisors and understand the competitive landscape of life insurance
• Experience with Winflex Web, Ensight, and Salesforce preferred
• High school diploma or equivalent required; additional education or professional training preferred