Kestra Financial · 3 weeks ago
Life Case Manager
Shakopee, MN
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $60K/yrKestra Financial is a dynamic brokerage general agency specializing in life insurance solutions. As a Life Case Manager, you will oversee annuity insurance applications, ensuring smooth communication between advisors, carriers, and clients while delivering exceptional case management and support.
BankingConsultingFinanceFinancial Services
Responsibilities
Manage life insurance applications and track case progress
Communicate with carriers, underwriters, and advisors to resolve requirements
Provide proactive updates to agents and clients
Ensure compliance with industry regulations and company standards
Deliver outstanding customer service and support
Qualification
Required
Strong organizational skills and attention to detail
Excellent communication and relationship-building abilities
Ability to thrive in a fast-paced, deadline-driven environment
Preferred
Prior experience in life insurance, financial services, or case management preferred
Some college experience
Benefits
401(k)
Health insurance
Competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
Founded in 1996
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase