Advanced Case Designer

Amerilife Group, LLC; North Carolina; Hybrid; USD 60,000 - 80,000; Full time

Job summary

Amerilife Group, LLC in North Carolina is seeking a professional to provide life insurance producers with advanced planning and illustration support to enhance life insurance sales. This role involves understanding estate planning concepts, designing advanced marketing tools, and preparing sales presentations.

The ideal candidate should possess strong communication skills, the ability to manage multiple tasks, and work independently or within a team. This is an exceptional opportunity for someone looking to grow in a dynamic environment.

Qualifications

• 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.

Responsibilities

• Provide advanced sales case design and research.
• Understand client life needs including income protection and estate planning.
• Select and design products suitable for the client.
• Create advanced sales marketing tools.
• Prepare sales presentations and obtain compliance approval.
• Act as a liaison between financial institutions, agents, and carriers.
• Support sales of proprietary advanced deliverables.
• Maintain knowledge of product changes and approved carriers.
• Communicate regularly with sales teams and stakeholders.

Skills

Effective interpersonal skills

Excellent customer service

Time management

Ability to multitask

Independent work capability

Teamwork

PC proficiency

Basic computer applications proficiency

Job description

Job Summary

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.

Job Description

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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.

Required Qualifications

• 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