Remote Life & LTC Case Designer for Advisors

Covr Financial Technologies; United States; Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Salary range of $60,000

3 weeks Paid Time Off

11 paid holidays

80% medical premium paid

Health Savings Account with contributions

Short-Term and Long-Term Disability

Pet insurance

Company paid Life and AD&D insurance

Job summary

Covr Financial Technologies is seeking an Advisor Team Case Designer to support the sales efforts across the Advisor Sales Teams with a focus on life and LTC illustrations.

This role requires creating and distributing sales illustrations, ensuring quality and accuracy, and supporting the sales team with advisor calls. The ideal candidate has a bachelor’s degree or equivalent work experience, a Life and Health license is preferred, and must have at least one year of experience in the life insurance industry.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• Preferably licensed in Life and Health insurance.
• Minimum one year of experience in the life insurance industry.

Responsibilities

• Create and distribute sales illustrations for life and LTC products.
• Ensure quality control and accuracy of illustrations.
• Support the sales team during advisor calls.

Skills

Attention to detail

Multi-tasking

Written communication

Proficient in Microsoft Outlook, Word, and Excel

Education

BS/BA or equivalent work experience

Life and Health license preferred

1-year experience in life insurance

Job description

Covr Financial Technologies is seeking an Advisor Team Case Designer to support the sales efforts across the Advisor Sales Teams with a focus on life and LTC illustrations.

This role requires creating and distributing sales illustrations, ensuring quality and accuracy, and supporting the sales team with advisor calls. The ideal candidate has a bachelor’s degree or equivalent work experience, a Life and Health license is preferred, and must have at least one year of experience in the life insurance industry.