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Job description
Current Employees and Contractors Apply Here
Osaic Careers
REMOTE Operations Opportunity in Insurance Industry
Annuity Case Designer, Highland Capital Brokerage
Location(s): All Locations/ REMOTE
Role Type: Full time
Salary: $55,000 - $63,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Creative/Benefits.
Summary:
The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.
Education Requirements:
Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
Life & Health Insurance License preferred
Responsibilities:
Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps,and assisting with electronic submission platforms
Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
Respond in a timely manner meeting company service levels for all service and solicitation requests
Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
Answer overflow calls from the phone queue
Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
Assist sales team by prospecting, setting appointments and follow up meetings
Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required
Basic Requirements:
Multi-carrier insurance product experience.
Excellent verbal and written communication skills to effectively present complex concepts
Ability to build strong, lasting relationships with producers/advisors through trust and rapport
Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
High sense of urgency and ability to prioritize workload in a demanding environment.
Familiarity with Salesforce to manage activities, client information and leads
Preferred Requirements:
3 or more years of sales/sales support experience in the annuity environment
Work towards completion of CLU or ChFC designations
Work towards completion of Series 6 and 63
Current Employees and Contractors Apply Here
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.