What are the responsibilities and job description for the Case Design Consultant position at Advisors Excel?
Position: Case Design Consultant
Department: Annuity Marketing
Reporting to: Director of Case Design
Overview:
Are you someone who likes to work in a fast-paced, busy environment? As a Case Design Consultant, you will be responsible for preparing customized annuity sales proposals for our producers. In this role, you will learn the ins and outs of various annuity products and act as an annuity product expert for internal teams and producers alike.
What you’ll do:
- Review information and documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs
- Determine available and appropriate annuity products based on financial needs and circumstances
- Create customized annuity sales proposals for our producers
- Establish and maintain a professional working relationship with insurance carriers and their representatives
Experience you’ll bring:
- PC proficiency, ability to work on several platforms at once
- Excellent communication skills
- Time management with the ability to handle multiple tasks in a fast-paced environment\
- Ability to work independently, but also as a collaborative team member
- Detail-oriented, focused on quality in all aspects of your work
Bonus Points:
- Bachelor’s degree
- Experience working in the financial services industry
- Previous customer service experience
What you’ll get:
- Amazing benefits, including medical, dental, vision, and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym, and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee-sponsored events…and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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