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Integrity · 9 hours ago

Case Design and Life Insurance Specialist

Needham, MA

Full-time

Onsite

Entry, Mid Level

2+ years exp

First American Insurance Underwriters, a member of the Integrity Family of Companies, is focused on providing leading insurance and wealth advisors with access to financial products and creative insurance solutions. The Case Design and Life Insurance Specialist will help financial advisors design and implement appropriate insurance solutions, specializing in Life Insurance, Long-Term Care, Disability Income, and Annuities.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Run illustrations & case design

Build strong relationships with new and existing advisors

Assist advisors in selecting carriers and products that will best meet their client’s needs

Work closely with external sales to support and develop winning sales ideas and proposals for customers

Quickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunities

Recognize new opportunities to market and position products to improve service and sales

Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team

Develop a thorough understanding of all systems and resources to enhance the advisor experience

Establish and maintain ongoing relationships with producers

Document all activity, i.e. calls, proposals, etc

Drive sales by proactively and reactively marketing life insurance products to producers. This is accomplished by developing and cultivating relationships and demonstrating excellent problem-solving skills to promote the sales of life products

Provide training, assistance and promotion to advisors in utilizing system and available platform resources

Participate in weekly sales calls

Qualification

Case design experienceLife insurance experienceMicrosoft Office SuiteInterpersonal skillsProblem-solving skillsCommunication skillsTime management skills

Required

2 + years of case design and illustration experience

2 + years of Life Insurance industry experience required

Possess strong interpersonal and customer service skills

Have excellent problem-solving skills and attention to detail

Articulate and persuasive communicator (both written and oral)

Motivated to continually learn and grow

Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow

Able to prioritize and respond to requests in a timely and accurate manner

Self-starter with the ability to excel in a dynamic, fast-moving company environment

Proficiency in Microsoft Office Suite (Advanced Excel preferred)

Preferred

Bachelor's degree 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.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees