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Ameritas · 3 days ago

Case Design Consultant-Advanced Planning

United States

Full-time

Remote

Mid Level

$71K/yr - $178K/yr

4+ years exp

Ameritas is an insurance and financial services provider dedicated to fulfilling life through trusted financial products and advice. The Case Design Consultant-Advanced Planning will support sales and marketing efforts by providing marketing, training, and technical assistance to distribution systems and associates in various areas including business insurance and financial planning.

Financial ServicesInsurance

Responsibilities

Provides case design sales and technical support to all field and home office associates in all individual distribution systems with matters relating to the sale of life and annuity products in business insurance, estate planning, financial planning, retirement, and other technical cases

Analyzes requests from the field force and department personnel on advanced and complex case problems or advanced markets and presents solutions that can result in increased life or annuity sales

Prepare illustrations and presentation solutions for advanced sales thru the use of life insurance and annuity illustration software and other supporting software systems (Insmark, etc)

Track activity thru SalesForce to monitor the progress and trends of cases thru the sales process

Consults directly with both the field and internal home office personnel in the preparation of advanced sales presentations and related field support activities, such as providing technical expertise on advanced life insurance & annuity product questions

Provides advanced sales and technical guidance to various home office departments when questions arise on existing insurance plans as well as home office procedures

Qualification

Advanced sales experienceLife Insurance licenseCLU certificationChFC certificationSalesForce proficiencyIllustration software proficiencyCommunication skillsTeam collaboration