Principal Life Insurance Case Architect
2 weeks ago
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.
- 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.
- Competitive retirement plan
- Comprehensive health, dental, and vision coverage
- Employer-sponsored life insurance
- Generous Paid Time Off (PTO)
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