Principal Life Insurance Case Architect

2 weeks ago


Miami, Florida, United States APR Full time
Job Overview

Position: Senior Life Insurance Case Strategist

Work Arrangement: Hybrid remote

Employment Type: Full-time, Competitive Salary Range


Company Background

At APR, we are seeking a dedicated Senior Life Insurance Case Strategist to enhance our mission of providing tailored insurance solutions. We prioritize extensive knowledge in life insurance offerings and a dedication to superior client service. If you excel in a fast-paced setting and are motivated by innovation in financial planning, we would like to connect with you.


Key Responsibilities
  • Case Development and Evaluation: Design intricate life insurance strategies for affluent clients and organizations. Analyze clients' financial objectives to provide customized recommendations utilizing state-of-the-art tools.
  • Client Engagement: Partner with financial advisors to refine client approaches, translating complex information to facilitate informed decision-making. Provide ongoing policy support and strategic improvements.
  • Product Knowledge: Stay updated on industry advancements and product innovations. Drive product development and share your expertise through internal training sessions and workshops.
  • Regulatory Compliance and Record Keeping: Ensure all processes and recommendations comply with legal requirements and internal policies, thoroughly documenting all case information.
  • Team Leadership: Guide junior designers, spearhead operational improvements, and foster a culture of professional development and collaboration.
Qualifications
  • Bachelor's degree in Finance, Business Administration, or a related discipline; advanced degrees or certifications (e.g., CFP, CLU, ChFC) are advantageous.
  • 7-10 years of experience in life insurance design, underwriting, or related fields.
  • In-depth understanding of various life insurance products.
  • Outstanding analytical, communication, and presentation abilities.
  • Skilled in utilizing advanced case design software.
  • Proven professionalism and integrity.
Employee Benefits
  • Competitive retirement plan
  • Comprehensive health, dental, and vision coverage
  • Employer-sponsored life insurance
  • Generous Paid Time Off (PTO)


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