Annuity Case Designer, Highland Capital Brokerage

Advisor Group; Birmingham (AL); On-site; USD 55,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic’s Highland Capital Brokerage is seeking an Annuity Case Designer to assist annuity sales teams with case design, illustrations, and submission processes. This full-time role supports financial professionals and aims to grow annuity business in a fast-paced environment, with opportunities to evolve toward leadership roles.

Bachelor’s degree preferred; Life & Health license preferred; strong communication, Salesforce familiarity, and multi-carrier product experience are valued.

Qualifications

• Bachelor’s Degree preferred; HS diploma or GED with experience considered.
• Life & Health Insurance license preferred.
• Strong verbal and written communication skills for professionals.
• Experience with illustration software and case design processes.

Responsibilities

• Provide pre-sales support including case design, illustrations, and submissions.
• Review in-force data and optimize policies to generate new sales.
• Respond promptly to service requests and maintain CRM records.
• Educate financial professionals on annuity products, features, and pricing.

Skills

Verbal and written communication

Relationship building

multitask in fast-paced environment

Attention to detail

Sales support coordination

Education

Bachelor’s Degree preferred

Life & Health Insurance License preferred

Tools

Salesforce

Illustration software

Job description

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: https://careers.osaic.com/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

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.