Life Insurance Case Design Analyst

Job Summary

Providing case design support to financial professionals, the full-time Life Insurance Case Design Analyst will work remotely to develop quotes, create illustrations, and conduct fact-finding to assess client needs while equipping advisors with detailed training and support.

Key responsibilities

• Deliver tailored case design solutions through consultations, aligning with client objectives and health histories
• 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 CRM systems
• Extensive experience providing sales desk support in a brokerage agency or home office environment
• Ability to understand the competitive landscape and effectively communicate with advisors
• Experience with Winflex Web, Ensight, and Salesforce preferred
• High school diploma or equivalent required; additional education or training is preferred