Case Designer - Financial Services Proposals & Growth Path

Integrity; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Integrity seeks a Quantum Case Designer to support insurance producers and financial advisors in assembling customized annuity solutions. This is an educational position designed to develop sales proficiency in a fast-paced environment.

You will run illustrations, coordinate with sales teams, and gain exposure to product and planning questions while advancing toward commissioned roles with Integrity.

Qualifications

• Experience in the financial services industry.
• Strong written and verbal communication.
• Proficient in MS Word, Excel, Outlook.
• Excellent organization and workload management.
• Independent, proactive, and team player.
• Analytical and problem-solving skills.

Responsibilities

• Run illustrations and proposals and provide marketing materials.
• Handle inbound calls and document activity.
• Collaborate with multiple sales teams.
• Assess producer needs and determine sales support.
• Review documentation for annuity proposals.
• Identify trends in producer documentation.
• Maintain annuity product and rate information.
• Build relationships with carrier sales reps.

Skills

Financial services experience

Communication skills

Independent working

Organizational skills

Analytical/problem solving

Team collaboration

Education

Bachelor’s degree

Tools

MS Office

Job description

Integrity seeks a Quantum Case Designer to support insurance producers and financial advisors in assembling customized annuity solutions. This is an educational position designed to develop sales proficiency in a fast-paced environment.

You will run illustrations, coordinate with sales teams, and gain exposure to product and planning questions while advancing toward commissioned roles with Integrity.