Insurance Marketing Specialist

2 months ago


Milwaukee, United States Capitas Financial Midwest, LLC Full time

Job Summary:
The primary function of the Life Insurance Account Manager/Case Design will be to manage activities that will help grow our business and progress the sale of Individual Life Insurance. Duties include but are not limited to: Provide case design support and prepare quotes and illustrations. Provide pre-sale and marketing support for life insurance products across multiple carriers. Work with our core carriers to organize, promote and influence sales campaignsThe primary function of the Life Insurance Account Manager/Case Design will be to manage activities that will help grow our business and progress the sale of Individual Life Insurance. Duties include but are not limited to: Provide case design support and prepare quotes and illustrations. Provide pre-sale and marketing support for life insurance products across multiple carriers. Work with our core carriers to organize, promote and influence sales campaigns

Qualifications:

- Must have prior experience in the life insurance industry with knowledge of personal and business insurance.
- Series 6, 7 is beneficial
- Life and Health license preferred
- Strong written and verbal communication skills
- Experience in advanced case design, illustrating and presenting concepts to reps
- Knowledge of estate and retirement planning concept
- Advanced market experience is beneficial

**Benefits**:

- Competitive salary based on experience and qualifications
- Comprehensive benefits package including health insurance, dental & vision insurance, 401(k); vacation time

**Job Types**: Full-time, Permanent

Pay: $60,000.00 - $75,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home

Weekly day range:

- Monday to Friday

Work setting:

- Hybrid work
- Office

Work Location: Hybrid remote in Milwaukee, WI 53202



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