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Annuity Case Designer
Osaic. Provide pre-sales support to the assigned annuity sales team, including case design, running illustrations, summarizing annuity designs and concepts, reviewing current rates/caps, and assisting with electronic submission platforms .
About the role
Key responsibilities & impact- Provide pre-sales support to the assigned annuity sales team, including case design, running illustrations, summarizing annuity designs and concepts, reviewing current rates/caps, and assisting with electronic submission platforms
- Complete annuity reviews by analyzing in-force policy data and recommending changes or alternate plans to optimize existing policy performance and generate new sales/revenue
- Respond in a timely manner to service and solicitation requests while meeting company service levels
- Present annuity product features, benefits, and pricing to financial professionals
- Stay current on the competitive marketplace through educational opportunities, webinars, carrier strategies, talks, and podcasts
- Answer overflow calls from the phone queue
- Participate in email campaigns and webinars by following up with engaged prospects and writing financial professionals
- Assist the sales team with prospecting, appointment setting, and follow-up meetings
- Log activities in Salesforce and store illustrations according to established protocols
- Perform miscellaneous clerical duties, special projects, reporting, and other support as required
Requirements
What you’ll need- Bachelor’s Degree preferred; H.S. Diploma or GED certificate + Significant Practical Experience will be considered
- Life & Health Insurance License preferred
- Multi-carrier insurance product experience
- Excellent verbal and written communication skills to effectively present complex concepts
- Ability to build strong, lasting relationships with producers/advisors through trust and rapport
- Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software)
- High sense of urgency and ability to prioritize workload in a demanding environment
- Familiarity with Salesforce to manage activities, client information and leads
- 3 or more years of sales/sales support experience in the annuity environment preferred
- Work towards completion of CLU or ChFC designations
- Work towards completion of Series 6 and 63
Benefits
Comp & perks- Annual bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401k
- Paid time away
- Volunteer days