About this role
The Case Design Analyst's primary responsibility is to act as a liaison between the firm’s financial advisors, their clients, and the Wealth Strategies Division throughout the case design process. Primary responsibilities include data entry for financial planning analysis, running and designing product illustration requests, and identifying opportunities for sales.
Requirements
Duties and responsibilities
Use financial planning software to create analyses
Run and design product illustrations for advisors including; life insurance, annuities, disability insurance, long term care insurance, and investment for various carriers
Effectively communicate with advisors in order to gather the information needed to complete requests
Present analyses and product illustrations to advisors
Provide required applications for each product
Efficiently track and monitor workflow through Salesforce
Support the department with other initiatives as determined by the management. This includes, but is not limited to: marketing, presentations, training and disseminating information.
Qualifications
• Ability to work independently while impacting team results
• Strong computer skills
• Excellent communication skills
• Outstanding writing and research skills
• Highly organized to meet concurrent project deadlines
• Knowledge of Financial Plan based software a plus
• Ability to assimilate new data quickly
• Ability to multi-task in a fast-paced environment
*Part-time opportunity available as well.