Case Designer - Disability Insurance Sales

$60,000 - $70,000/Yr

Advisor Group - Scottsdale, AZ

Full-time - Mid Level

Remote - Scottsdale, AZ

Administrative and Support Services

About the position

The Case Designer for Disability Insurance Sales at Osaic plays a crucial role in supporting the sales team by providing presale assistance, including case design, product selection, and application fulfillment. This position requires strong communication skills and attention to detail to ensure compliance and timely service delivery. The Case Designer collaborates with various teams to maximize sales opportunities and enhance producer relationships.

Responsibilities

• Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines.
• Work as part of the Case Design Team for the Disability Insurance Sales team to fulfill a high volume of new illustrations, revisions requests, and sales approaches.
• Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended.
• Make daily proactive phone calls to educate producers on sales concepts, carrier and product updates, as well as new sales opportunities.
• Educate producers on our digital sales tools and capabilities available on our website.
• Create and send DocuSign envelopes to electronically collect signatures from clients and/or producers.
• Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, and sales ideas.
• Stay current on the competitive marketplace by participating in educational opportunities, attending webinars, etc.
• Manage new sales opportunities in our existing block of insurance business including but not limited to Benefit Updates, Guaranteed Standard Issue plans, and Failure to Survive plans.
• Fulfill requests for marketing materials, supplemental reports, etc.
• Facilitate the timely and accurate response to requests received, including requesting updates from New Business, Commissions, or Broker Contracting teams.
• See to the completion of required institutional compliance procedures where applicable.
• Aid with field underwriting and pre-sale assessments.
• Demonstrate a teamwork mentality by being available to offer support to other Highland Sales Resources as work volume demands.
• Log all activity in Salesforce in compliance with established HCB guidelines and procedures.
• Create contact records in Salesforce when needed.
• Store illustrations in a manner consistent with protocols established and maintained throughout the enterprise.
• Perform all other duties as assigned.

Requirements

• Minimum 3 years of experience in a relevant field.
• Proficiency with Microsoft Office (specifically Outlook, Word & Excel).
• High school diploma or GED; Bachelor's degree preferred.

Nice-to-haves

• Licenses or certifications related to insurance sales.

Benefits

• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Vision insurance