Case Designer

Our CompanyExplore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.Job SummaryProvide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, and presenting planning concepts.Job DescriptionFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time. Advanced sales case designAdvanced case research and developmentAbility to fully understand client life needs - income protection, estate planning, replacementReview available approved products per wirehouse and select carriers, products, and design that are best for the clientCreation of advanced sales marketing toolsPreparation of sales presentation, including obtaining compliance approval from financial institutionAct as a liaison between financial institutions, agents and carrier home offices to facilitate salesSupport the sale of carrier specific and Crump proprietary advanced sales deliverablesMaintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc.Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product, changes, etc.Required

Qualifications

:The

Requirements

listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Effective interpersonal and written communication skillsAbility to provide excellent customer service to both internal and external customersEffective time management skillsAbility to prioritize and accomplish multiple tasks simultaneouslyCapable of working independently as well as in a team environmentAbility to work in a self-directed fashionExperience with PCs in a Windows environmentDemonstrated proficiency in basic computer applications such as Microsoft Office software productsAbility to analyze problems and develop solutionsAbility to communicate with individuals at all levels of the organizationBachelor's degree or equivalent education, training and work-related experienceExperience with advanced case design, research and complex casesExperience creating marketing tools to drive salesSolid understanding of various tax and legal rules, as it pertains to life insuranceExcellent writing and technical research skillsExceptional organizational skillsKnowledge of carrier life products, specific advanced sales concepts and illustration softwarePreferred

Qualifications

:Professional designation (CLU, CFP, ChFC, CPA, or related practices including law)Insurance brokerage experienceWhat AmeriLife OffersA comprehensive

Benefits

package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.Equal Employment Opportunity StatementWe are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.Americans with Disabilities Act (ADA) StatementWe are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws.

Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at ***@***.Pay Transparency StatementWe are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws.

Compensation for this role will be determined based on skills,

Qualifications

, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as

Benefits

, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.Background Screening StatementEmployment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law.

All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.Originally posted on Himalayas