Life Insurance Case Designer

Job Summary

Providing advanced planning and illustration support to life insurance producers, the full-time remote Life Insurance Case Designer will focus on case design, research, and the development of marketing tools to facilitate life insurance sales.

Key responsibilities

• Conduct advanced sales case design and research to meet client needs
• Create marketing tools and prepare sales presentations, ensuring compliance approval
• Act as a liaison among financial institutions, agents, and carrier home offices to support sales efforts

Required qualifications

• Bachelor's degree or equivalent education and experience
• Experience with advanced case design and creating marketing tools
• Solid understanding of tax and legal rules related to life insurance
• Knowledge of carrier life products and advanced sales concepts
• Proficiency in Microsoft Office and basic computer applications