Case Designer: Annuity & Life Solutions Proposals

Integrity; Scottsdale (AZ); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Integrity, LLC, headquartered in Dallas, TX, seeks a proactive Case Designer to support insurance producers and financial institutions by preparing customized annuity sales proposals. You will learn from top professionals and advance toward commissioned sales roles.

The role emphasizes learning product options, evaluating client needs, and delivering timely, accurate illustrations and materials in a fast-paced environment.

Qualifications

• Prior experience in the financial services industry.
• Confident, professional and articulate in written and verbal communication.
• PC knowledge including MS Word, Excel, Outlook; ability to learn other systems.
• Strong organizational skills; capacity to manage heavy workload.
• Ability to work independently and as part of a team.
• Detail oriented, motivated and quality-focused.
• Analytical, problem solving and decision-making skills.

Responsibilities

• Run illustrations/proposals and provide marketing materials.
• Take inbound and make outbound calls and document activity.
• Work with multiple sales teams simultaneously.
• Listen to assess needs and determine sales support.
• Review information for annuity sales proposal requests.
• Determine appropriate annuity products based on needs.
• Contact producers to complete proposals and analysis.
• Communicate sales outputs to parties.
• Identify trends related to producers and proposals.
• Maintain knowledge of available annuity products and rates.
• Maintain relationships with carrier sales reps.

Skills

Financial services

Communication

MS Office

Organizational skills

Independent worker

Detail oriented

Analytical

Problem solving

Education

Bachelor’s degree

Tools

MS Office

Job description

Integrity, LLC, headquartered in Dallas, TX, seeks a proactive Case Designer to support insurance producers and financial institutions by preparing customized annuity sales proposals. You will learn from top professionals and advance toward commissioned sales roles.

The role emphasizes learning product options, evaluating client needs, and delivering timely, accurate illustrations and materials in a fast-paced environment.