Case Design - 80+ job offers

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 great cultured, billion-dollar company that offers exponential room to grow in the financial distribution industry. Come join The Quantum’s Case Design

Position: Case Design Consultant Department: Annuity Marketing Reporting to: Director of Case Design Overview: Are you someone who likes to work in a fast-paced, busy environment? As a Case Design Consultant, you will be responsible for preparing customized annuity sales proposals for our producers.

PEGA Lead developer WITH A MINIMUM OF 10 YEARS WORKING EXPERIENCE. The PEGA developer will be required to attain a complete understanding of requirements and understand key concepts such as rule resolution, class structure design, and reusability. The PEGA developer Qualifications and Skills: • The

Job Summary: A Case Designer is responsible for providing insurance product and illustration support to a wide range of individuals: Internal Sales Consultants and New Business Team, Independent Financial Producers, and Institutional Financial Advisors. Though Annuity, Disability Income and Long-Ter

Overview Most life insurance plans are designed, sold, and then largely left alone. With premium-financed structures, that approach creates real risk – not just to performance, but to whether the plan holds together over time. Veridion Insurance Partners is built specifically to solve that problem.

REPORTS TO: CITO DEPARTMENT: R&D FLSA STATUS: Exempt WORK SCHEDULE: M-F, may need to flex times due to business needs LOCATION: New York, NY: Hybrid (3 days onsite/2 days remote) Company Overview Optifino/Covr is a digital BGA built to simplify the permanent life insurance experience. Today, case de

Location Designation: Fully Remote Role Overview The Advanced Planning Group supports all agents of New York Life. The ideal candidate will have at a minimum, five to ten years of experience in the areas of estate planning and business planning, charitable planning, asset protection planning, and in

Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushin

FINANCIAL ANALYST/CASE DESIGN Gregory Ricks Total Wealth – METAIRIE OFFICE Visit www.gregoryricks.com for other job openings We are seeking a team member to join our growing, client-focused, high-touch financial services firm in our Metairie office. Our ideal candidate will possess a strong willingn

NFP

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most signi

Position: Case Design Consultant Department: Annuity Marketing Reporting to: Director of Case Design Overview: Are you someone who likes to work in a fast-paced, busy environment? As a Case Design Consultant, you will be responsible for preparing customized annuity sales proposals for our producers.

Claire Myers Consulting

An insurance-focused consulting firm is seeking a Head of Case Design & Policy Services in the Greater Chicago Area. The ideal candidate will have at least 5 years of client service experience, expertise in insurance products, and strong organization skills. This hybrid role involves assisting advis

Case Design Specialist/Internal Wholesaler First American Insurance Underwriters is growing and we are hiring a Case Design Specialist/Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life

Center for Wealth Preservation, LLC

The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy, radical responsiveness,

A company is looking for a CVP, Advanced Planning Group Case Design Consultant. Key Responsibilities Collaborate with agents and management to provide personalized case consultations and design services Create customized estate and business planning cases that align with clients' needs and collabora

A company is looking for a CVP, Advanced Planning Group Case Design Consultant. Key Responsibilities Collaborate with agents and management to provide personalized case consultations and design services Create customized estate and business planning cases that align with clients' needs and collabora

Pacific Life

Case Design Analyst Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovat

Cygnus Professionals Inc.

Top 3 Skills Contract Review – Technical Requirements Gather Requirements – Translate to Technical Design Documents Business Case Development & Analysis Job Description This Systems Analyst recruitment is to place a highly qualified individual with an existing Vendor Management team with a focus on

Center for Wealth Preservation, LLC

$65,000 - $70,000 /year

The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy, radical responsiveness,

Center for Wealth Preservation, LLC

$65,000 - $70,000 /year

The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy, radical responsiveness,