Case Design Specialist

Integrity Marketing Group•Scottsdale, AZ

About The Position

Case Designer The Quantum Group Scottsdale, AZ About The Quantum Group The Quantum Group, an Integrity company, provides marketing, distribution, training, and support services for annuity and insurance products offered through licensed insurance carriers to financial professionals. Quantum’s Case Designer - in The Financial Industry Looking for a proactive candidate that wants to learn sales and distribution in a great cultured, billion-dollar company that offers exponential room to grow in the financial distribution industry. Come join The Quantum’s Case Design Division! In this fast-paced role, you will get the opportunity to learn from some of the top professionals in the industry. Job Summary: As a Quantum Case Designer with an emphasis on fixed indexed annuities and universal life insurance, you will be responsible for providing support to top insurance producers, Financial Advisors and Financial Institutions as they work to provide solutions to their clients by preparing customized annuity sales proposals. This requires a strong understanding of various financial products and the ability to independently analyze various financial circumstances and needs in order to provide recommendations and options for financial products to producers. In this fast-paced educational position, you will be able to aid in general product and planning questions, you would be accountable for evaluating financial circumstances and assessing client needs to provide options to Quantum’s top insurance producers.

Requirements

Prior experience working in the financial services industry
Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
PC knowledge including MS Word, Excel, Outlook and ability to learn other systems as necessary
Strong organizational skills; capacity to manage heavy workload
Ability to work independently, but also as a collaborative team member and to take initiative
Detail oriented, motivated, dependable and focused on quality of work
Proven analytical, problem solving and decision-making skills

Nice To Haves

Bachelor’s degree preferred
2 or more years’ experience working in the financial services industry preferred

Responsibilities

Run illustrations/proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
Productively work with multiple sales teams simultaneously
Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective. This should result in added value to the service and sales support we deliver and the products we provide.
Review and evaluate information and/or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
Communicate sales proposal output to appropriate parties
Identify and analyze trends related to individual producers and their proposal documentation
Understand and evaluate available annuity products and maintain annuity product and rate information
Establish and maintain professional working relationship with insurance carrier sales representatives