Senior Case Design Analyst
$80,820–$98,780 year
HybridOmaha, Nebraska, United States or Newport Beach, California, United States
Job Summary
Consult with producers on life insurance product types and uses, then gather information to design complex cases using advanced concepts like split dollar and premium financing. Generate and customize advanced concept product illustrations for new business using specialized software, while answering questions regarding illustration software and providing backup support to Regional Life Office case designers. Conduct competitor analysis, develop sales ideas, and recommend marketing strategies to increase business opportunities, plus coordinate in-force illustration requests and provide specialized reports as needed. This hybrid role requires FINRA SIE and Series 6 licenses and seven years of case design experience, with a base pay range of $80,820 to $98,780.
Required Qualifications
- FINRA SIE and Series 6 licenses required (or within 90 days of start date)
- 7 years of case design experience
- Experienced in conversing with Financial Advisors
- Creativity in producing the appropriate case design for the individual situation presented
- 7+ years of life insurance illustration/case design, or related, experience
- Life insurance industry designations
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