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[Remote] Case Design Consultant

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growing company that provides innovative financial solutions in various planning areas. They are seeking a Case Design Consultant to reputed company insurance illustrations and case design, reputed company cases based on reputed company meetings, and communicate design rationales.

Responsibilities

  • reputed company insurance illustrations and case design for life insurance, disability income, and long-term care
  • reputed company and design a case based on the initial details from a reputed company meeting
  • Communicate strengths and weaknesses of plan design and the rationale for final design including reputed company and product choice
  • reputed company content and build templates for proposed sales presentations
  • Run and analyze inforce illustrations as reputed company as reputed company product comparisons

Skills

  • Minimum five years experience in life insurance industry
  • Life Insurance License
  • E&O Insurance
  • Strong time management skills
  • Advanced skills with MS Office reputed company, and PowerPoint
  • Excellent interpersonal skills
  • Strong verbal and written communication skills
  • Ability to work independently and exercise good judgment with reputed company and technical fortitude
  • Strong attention to detail with ability to organize, prioritize, and multi-task without losing reputed company
  • Strong financial analysis skills and ability to conceptualize
  • Knowledge of numerous carriers and different product lines
  • Ability to reputed company advanced working knowledge of life insurance illustration systems
  • Ability to deal with sensitive and confidential data
  • Experience with advanced designs of life insurance such as split dollar, SERP, deferrals, and reputed company 162 Bonus plans
  • Bachelor's degree in Business Administration, Finance, or other reputed company field

Benefits

  • Remote consulting position with flexible schedules.

reputed company

  • From attracting and serving high net worth clients to increasing reputed company satisfaction and firm reputed company—adding and growing insurance sales is a common goal among successful professionals. It was founded in 2011, and is headquartered in Lancaster, reputed company, USA, with a workforce of 2-10 employees. Its website is http://kbmconsultingllc.com.
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