Case Designer - Financial Industry

Case Designer

The Quantum Group

Scottsdale AZ

About The Quantum Group

The Quantum Group an Integrity company provides marketing distribution training and support services for annuity and insurance products offered through licensed insurance carriers to financial professionals.

Quantums Case Designer - in The Financial Industry

Looking for a proactive candidate that wants to learn sales and distribution in a great cultured billion-dollar company that offers exponential room to grow in the financial distribution industry.

Come join The Quantums 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 Summary:

As a Quantum Case Designer with an emphasis on fixed indexed annuities and universal life insurance you will be responsible for providing support to top insurance producers Financial Advisors and Financial Institutions as they work to provide solutions to their clients by preparing customized annuity sales proposals. This requires a strong understanding of various financial products and the ability to independently analyze various financial circumstances and needs in order to provide recommendations and options for financial products to this fast-paced educational position you will be able to aid in general product and planning questions you would be accountable for evaluating financial circumstances and assessing client needs to provide options to Quantums top insurance producers.

Primary 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 representatives 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

Primary Skills and Requirements:

• 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

• PC knowledge including 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

• Bachelors degree preferred

• 2 or more years experience working in the financial services industry preferred

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.