Take incoming calls from Specialists. Produce and transmit accurate life insurance illustrations in a timely fashion
Understand all aspects of approved carrier's illustration software
Understand all aspects of approved carrier's concepts and products
Manage workflow to best accommodate time sensitive needs of customers.
Provide product and concept support/options to external cust. (brokers, etc.) and internal cust. (RS's, etc.) for basic case design
Assist in training of Case Design Associates and Sr. CD Specialists
-- basic understanding of Estate tax planning concepts (transfer tax calculations and life insurance taxation), Deferred Comp., Qualified Plan Dist. Rules, Annuity/Muni bond/IRA max, Use of life ins. as a retirement vehicle, Roth IRA alternatives. Able to identify and determine whether to provide assistance or pass the FC/FA on for additional support.
Understand and assist brokers in design of low level estate planning.
Awareness of information on various wirehouse firm's life insurance distribution systems
Other duties as assigned
Knowledge/Skills required:
-- Excellent listening skills
-- ability to recognize opportunity for improvement of potential sale, take appropriate action or seek appropriate guidance
-- Ability to communicate effectively orally and in writing.
-- Clear and pleasant phone demeanor
-- thorough knowledge of generally accepted office practices, procedures and equipment plus English usage, grammar, vocabulary and spelling skills
-- basic knowledge of advanced case designs and estate planning concepts
-- Have Life Lic., have or be working towards Series 6 & 63.
-- Basic understanding of new business and underwriting process
Understand all aspects of approved carrier's illustration software
Understand all aspects of approved carrier's concepts and products
Manage workflow to best accommodate time sensitive needs of customers.
Provide product and concept support/options to external cust. (brokers, etc.) and internal cust. (RS's, etc.) for basic case design
Assist in training of Case Design Associates and Sr. CD Specialists
-- basic understanding of Estate tax planning concepts (transfer tax calculations and life insurance taxation), Deferred Comp., Qualified Plan Dist. Rules, Annuity/Muni bond/IRA max, Use of life ins. as a retirement vehicle, Roth IRA alternatives. Able to identify and determine whether to provide assistance or pass the FC/FA on for additional support.
Understand and assist brokers in design of low level estate planning.
Awareness of information on various wirehouse firm's life insurance distribution systems
Other duties as assigned
Knowledge/Skills required:
-- Excellent listening skills
-- ability to recognize opportunity for improvement of potential sale, take appropriate action or seek appropriate guidance
-- Ability to communicate effectively orally and in writing.
-- Clear and pleasant phone demeanor
-- thorough knowledge of generally accepted office practices, procedures and equipment plus English usage, grammar, vocabulary and spelling skills
-- basic knowledge of advanced case designs and estate planning concepts
-- Have Life Lic., have or be working towards Series 6 & 63.
-- Basic understanding of new business and underwriting process