Senior Life Insurance Case Strategist
2 weeks ago
Job Title: Senior Life Insurance Case Designer
Location: Hybrid remote
Job Type: Full-time, Competitive Salary
Company Overview
At APR, we are seeking a dedicated Senior Life Insurance Case Designer to enhance our mission of providing tailored insurance solutions. We prioritize extensive knowledge in life insurance offerings and a strong dedication to exceptional client service. If you excel in a fast-paced setting and are motivated by innovative financial strategies, we would like to connect with you.
Key Responsibilities
- Case Design and Analysis: Develop intricate life insurance strategies for affluent clients and organizations. Evaluate clients' financial objectives to provide customized guidance utilizing state-of-the-art tools.
- Client Consultation: Partner with financial advisors to optimize client approaches, clarifying complex information to facilitate informed decision-making. Provide ongoing policy support and strategic improvements.
- Product Expertise: Stay updated on industry advancements and product innovations. Drive product development and share your expertise through internal training sessions and workshops.
- Compliance and Documentation: Ensure all processes and recommendations comply with legal requirements and internal protocols, carefully documenting all case particulars.
- 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 comparable roles.
- Thorough understanding of various life insurance products.
- Outstanding analytical, communication, and presentation abilities.
- Expertise in utilizing advanced case design software.
- Proven professionalism and integrity.
- Competitive 401(k) plan
- Comprehensive health, dental, and vision insurance
- Employer-sponsored life insurance
- Generous Paid Time Off (PTO)
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