Case Design - Annuities

Quantum's Case Design Division - in The Financial Industry

We are looking for a proactive candidate that wants to learn sales and distribution in a company that offers exponential room to grow in the financial distribution industry. Come join The Quantum's Case Design Division! In this fast-paced role, you will get the opportunity to learn from some of the top professionals in the industry.

Job Purpose :

As a Quantum Case Designer with an emphasis on fixed indexed annuities and universal life insurance, you will provide support to top insurance producers, Financial Advisors and Financial Institutions by preparing customized annuity sales proposals. This position allows for training to gain a strong understanding of various financial products and the ability to independently analyze various financial circumstances and needs to assist in providing options for financial products to producers. In this fast-paced educational position, you will learn to respond to general product and planning questions, be accountable for evaluating financial circumstances and assessing client needs to provide options to Quantum's top insurance producers.

Responsibilities :

• Run illustrations / proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
• Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
• Productively work with multiple sales teams simultaneously
• Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective. This should result in added value to the service and sales support we deliver and the products we provide.
• Review and evaluate information and / or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
• Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
• Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
• Communicate sales proposal output to appropriate parties
• Identify and analyze trends related to individual producers and their proposal documentation
• Understand and evaluate available annuity products and maintain annuity product and rate information
• Establish and maintain professional working relationship with insurance carrier sales representatives

Skills and Experience Required :

Skills and Experience Preferred :

All applicants are required to take a PI Survey and are subject to a background check prior to hire. Equal Opportunity Employer.

Seniority level

Associate

Employment type

Full-time

Job function

General Business

Industries

Financial Services and Insurance

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