Remote Annuity Case Designer - Sales Support & Design

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

Job summary

Osaic seeks an Annuity Case Designer to support the annuity sales team remotely. You will assist financial professionals with case design, illustrations, and presenting product concepts while staying current with market trends and carrier strategies.

The role emphasizes timely responses, building relationships with producers, and using Salesforce to track activity. A Bachelor's degree is preferred, Life & Health Insurance License is a plus.

Qualifications

• Bachelor’s Degree preferred; H.S. Diploma or GED plus significant practical experience will be considered.
• Life & Health Insurance License preferred.

Responsibilities

• Provide pre-sales support to annuity sales team including case design, illustrations, summaries, rates, and submissions
• Analyze in-force policy data and recommend changes or alternatives to optimize performance
• Respond promptly to service and solicitation requests
• Present annuity products’ features, benefits, and pricing to professionals
• Stay current on market trends and carrier strategies through educational opportunities and webinars
• Log activities in Salesforce and store illustrations per established protocols
• Assist sales through prospecting, setting appointments and follow-up meetings
• Perform miscellaneous clerical duties and special projects as required

Skills

Multi-carrier insurance experience

Verbal and written communication

Relationship building with producers

Urgency and prioritization

Salesforce familiarity

Education

Bachelor’s degree preferred

Life & Health Insurance License preferred

Tools

Illustration software (Rate Watch, LUMA, Carrier)

Salesforce

Job description

Osaic seeks an Annuity Case Designer to support the annuity sales team remotely. You will assist financial professionals with case design, illustrations, and presenting product concepts while staying current with market trends and carrier strategies.

The role emphasizes timely responses, building relationships with producers, and using Salesforce to track activity. A Bachelor's degree is preferred, Life & Health Insurance License is a plus.