Annuity Case Designer, Highland Capital Brokerage
Core
Provide pre-sales support to annuity sales teams by designing cases, running illustrations, summarizing annuity concepts, and assisting with electronic submission platforms to increase overall annuity sales.
Role type
Sales support specialist (annuity)
Builds
Annuity sales pipelines and optimized in-force policy performance
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Multi-carrier insurance product knowledge, illustration software proficiency, Salesforce management, verbal and written communication, prospecting and appointment setting
Preferred skills
Life & Health Insurance licensure, CLU or ChFC designation pursuit, Series 6 and 63 license pursuit, 3+ years of annuity sales/support experience
Technologies
Annuity Rate Watch, LUMA, Carrier Software, Salesforce
Responsibilities
Provide pre-sales support including case design and running illustrations; Analyze in-force policy data to recommend changes for optimization; Respond to service and solicitation requests; Present annuity products and pricing to financial professionals; Answer overflow calls from the phone queue; Assist sales team with prospecting and follow-up meetings; Log activities and store illustrations in Salesforce; Perform miscellaneous clerical duties and special projects