Case Design Consultant

Overview

Are you someone who likes to work in a fast-paced, busy environment? As a Case Design Consultant, you will be responsible for preparing customized annuity sales proposals for our producers. In this role you will learn the ins and outs of various annuity products and act as an annuity product expert for internal teams and producers alike.

• Review information and documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs
• Determine available and appropriate annuity products based on financial needs and circumstances
• Create customized annuity sales proposals for our producers
• Establish and maintain a professional working relationship with insurance carriers and their representatives

• PC proficiency, ability to work on several platforms at once
• Time management with the ability to handle multiple tasks in a fast-paced environment
• Ability to work independently, but also as a collaborative team member
• Detail oriented, focused on quality in all aspects of your work

• Experience working in financial services industry

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package upon your start date
• Access to an on-site primary care, café and gym
• Work hard, play hard work atmosphere

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees.

We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.