Integrity · 4 months ago
Case Design Specialist
Scottsdale, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expIntegrity Marketing Group is a leading independent distributor of life, health, and wealth insurance products. The Quantum Group is seeking a proactive Case Design Specialist to support financial professionals by preparing customized annuity sales proposals and analyzing financial needs to provide appropriate product recommendations.
AdvertisingDigital MarketingInsuranceMarketing
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
Qualification
Required
Prior experience working in the financial services industry
Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
PC knowledge including MS Word, Excel, Outlook and ability to learn other systems as necessary
Strong organizational skills; capacity to manage heavy workload
Ability to work independently, but also as a collaborative team member and to take initiative
Detail oriented, motivated, dependable and focused on quality of work
Proven analytical, problem solving and decision-making skills
Preferred
Bachelor's degree preferred
2 or more years' experience working in the financial services industry preferred
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase