Advanced Case Designer

Crump

42d

About The Position

Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.

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

Nice To Haves

Professional designation (CLU, CFP, ChFC, CPA, or related practices including law)
Insurance brokerage experience

Responsibilities

Advanced sales case design
Advanced case research and development
Ability to 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
Preparation of 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.