Case Design Specialist — Flexible Schedule & Growth

First American Insurance Underwriters, Inc.; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Flexible schedule

Growth opportunities

Competitive benefits

Job summary

First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. We help financial advisors design and implement the most appropriate insurance solutions for their clients.

We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and business planning. You will build strong relationships with new and existing advisors, assist in selecting carriers and products that meet clients’ needs, and

Qualifications

• Bachelor’s degree required.
• Recent graduates may apply.
• Life Insurance experience a plus.

Responsibilities

• Build strong relationships with new and existing advisors.
• Assist advisors in selecting carriers and products that meet clients’ needs.
• Work with external sales to support and develop sales ideas and proposals.
• Respond to inquiries on complex questions across product portfolios and cross-selling opportunities.
• Identify opportunities to market and position products to improve service and sales.
• Develop product knowledge to communicate credibly with advisors and internal teams.
• Understand systems and resources to enhance the advisor experience.
• Provide training and promotion to advisors in using system resources.

Skills

Interpersonal skills

Problem solving

Communication

Time management

Self-motivation

Team collaboration

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Advanced Excel

Job description

First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. We help financial advisors design and implement the most appropriate insurance solutions for their clients.

We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and business planning. You will build strong relationships with new and existing advisors, assist in selecting carriers and products that meet clients’ needs, and