Quantum's Case Design Division - in The Financial Industry
We are looking for a proactive candidate that wants to learn sales and distribution in a company that offers exponential room to grow in the financial distribution industry. Come join The Quantum's Case Design Division! In this fast-paced role, you will get the opportunity to learn from some of the top professionals in the industry.
Job Purpose:
As a Quantum Case Designer with an emphasis on fixed indexed annuities and universal life insurance, you will provide support to top insurance producers, Financial Advisors and Financial Institutions by preparing customized annuity sales proposals. This position allows for training to gain a strong understanding of various financial products and the ability to independently analyze various financial circumstances and needs to assist in providing options for financial products to producers. In this fast-paced educational position, you will learn to respond to general product and planning questions, be accountable for evaluating financial circumstances and assessing client needs to provide options to Quantum's top insurance producers.
Responsibilities:
Run illustrations/proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
Productively work with multiple sales teams simultaneously
Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective. This should result in added value to the service and sales support we deliver and the products we provide.
Review and evaluate information and/or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
Communicate sales proposal output to appropriate parties
Identify and analyze trends related to individual producers and their proposal documentation
Understand and evaluate available annuity products and maintain annuity product and rate information
Establish and maintain professional working relationship with insurance carrier sales representatives
Skills and Experience Required:
Prior experience working in the financial services industry
Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
MS Word, Excel, Outlook and ability to learn other systems as necessary
Strong organizational skills; capacity to manage heavy workload
Ability to work independently, but also as a collaborative team member and to take initiative
Detail oriented, motivated, dependable and focused on quality of work
Proven analytical, problem solving and decision-making skills
Skills and Experience Preferred:
Bachelor's degree
2 or more years' experience working in the financial services industry
All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). The Quantum Group is an Equal Opportunity Employer.