Senior Life Insurance Advanced Case Designer

Amerilife Group, LLC; North Carolina; Hybrid; USD 60,000 - 80,000; Full time

Job summary

Amerilife Group, LLC in North Carolina is seeking a professional to provide life insurance producers with advanced planning and illustration support to enhance life insurance sales. This role involves understanding estate planning concepts, designing advanced marketing tools, and preparing sales presentations.

The ideal candidate should possess strong communication skills, the ability to manage multiple tasks, and work independently or within a team. This is an exceptional opportunity for someone looking to grow in a dynamic environment.

Qualifications

• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Ability to work in a self-directed fashion.
• Experience with PCs in a Windows environment.
• Demonstrated proficiency in basic computer applications.

Responsibilities

• Provide advanced sales case design and research.
• Understand client life needs including income protection and estate planning.
• Select and design products suitable for the client.
• Create advanced sales marketing tools.
• Prepare sales presentations and obtain compliance approval.
• Act as a liaison between financial institutions, agents, and carriers.
• Support sales of proprietary advanced deliverables.
• Maintain knowledge of product changes and approved carriers.
• Communicate regularly with sales teams and stakeholders.

Skills

Effective interpersonal skills

Excellent customer service

Time management

Ability to multitask

Independent work capability

Teamwork

PC proficiency

Basic computer applications proficiency

Job description

Amerilife Group, LLC in North Carolina is seeking a professional to provide life insurance producers with advanced planning and illustration support to enhance life insurance sales. This role involves understanding estate planning concepts, designing advanced marketing tools, and preparing sales presentations.

The ideal candidate should possess strong communication skills, the ability to manage multiple tasks, and work independently or within a team. This is an exceptional opportunity for someone looking to grow in a dynamic environment.