Advanced Case Designer
Location
North Carolina + 1 moreAll locations: North Carolina | Pennsylvania
Posted
84 days ago
Salary
0
Seniority
Senior
Job Description
Advanced Case Designer
Crump Roofing
• Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales • Understanding advanced estate and business planning concepts • Conduct case design, and developing advanced planning marketing tools • Present planning concepts • Conduct advanced sales case design • Perform advanced case research and development • Fully understand client life needs – income protection, estate planning, replacement • Review available approved products per wirehouse and select carriers, products, and design that are best for the client • Creation of advanced sales marketing tools • Prepare sales presentation, including obtaining compliance approval from financial institution • Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales • Support the sale of carrier specific and Crump proprietary advanced sales deliverables • Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc. • Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.
Job Requirements
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor's degree or equivalent education, training and work-related experience
- Experience with advanced case design, research and complex cases
- Experience creating marketing tools to drive sales
- Solid understanding of various tax and legal rules, as it pertains to life insurance
- Excellent writing and technical research skills
- Exceptional organizational skills
- Knowledge of carrier life products, specific advanced sales concepts and illustration software
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
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