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Harmonic Design
Atlanta, GA, United States
We're always in the process of scouting new talent who will bring diversity of skills and experience to our team. Our needs range from entry-level practitioners to service design leads. At Harmonic, our designers share a common passion for tackling business and organizational challenges through service design. We prioritize service designers with e
Job Source: Harmonic DesignThe Home Depot
Atlanta, GA, United States
Position Purpose: This position assists in the preparation of economic- and financial analysis and forecasts for use in the development of financial business decisions. Key Responsibilities: Performs economic and financial research and analyzes internal and external issues related to sales, gross margin, rate of return, working capital, investm
Job Source: The Home DepotFiserv
Marietta
**Calling all innovators – find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your c
Job Source: FiservChosen Ones
Atlanta
Job Description Job Description The position can be fully remote. Great for the stay-at-home career seeker. Full-time traveler friendly! More about the role: No prior experience in financial services is required. All required pre-licensing courses and required state licenses are covered by my company (Fingerprints required in some states). The
Job Source: Chosen OnesNorthPoint Search Group
Atlanta, GA, United States
Industry Leading Investment Management Financial Services Organization has an immediate need for a Corporate Recruiter. This is a permanent opportunity with excellent benefits. The company has a very nice working environment and is looking to interview and hire asap. Video Overview - https://www.linkedin.com/feed/update/urn:li:activity:65113156574
Job Source: NorthPoint Search GroupConfidential
Atlanta, GA, United States
Vice President, Financial Services About the Company Top cloud-based legal software provider Industry Computer Software Type Privately Held Founded 2008 Employees 501-1000 Categories Information Technology & Services Legal Services Technology Consulting & Professional Services Specialties web-based software legal practice management law firm mana
Job Source: ConfidentialBounteous
Atlanta, GA, United States
We are seeking an Account Director with a background in the Financial Services sector to join our growing team. The Account Director is responsible for building and nurturing relationships with our clients, ensuring client satisfaction, expanding accounts and opportunities, and improving client retention. This role will be focused on driving busi
Job Source: BounteousBounteous
Atlanta, GA, United States
Bounteous x Accolite makes the future faster for the world's most ambitious brands. Our services span Strategy, Analytics, Digital Engineering, Cloud, Data & AI, Experience Design, and Marketing. We are guided by Co-Innovation, our proven methodology of collaborative partnership. Bounteous x Accolite brings together 5000+ employees spanning North A
Job Source: BounteousAtlanta, GA, United States
The Cason Group is always looking for enthusiastic candidates who display our values.
Whether or not we have a position open at the moment, we are always happy to meet people who would be a good fit as part of our company culture.
Initial interviews are general meetings to allow the applicant to learn more about The Cason Group. Subsequent interviews, if any, will focus on a particular position that we are seeking to fill. It is customary for applicants to have several interviews before being offered a position on our team.
Please scroll down for more information about our current open positions.
Financial Services Advanced Case Designer
Columbia SC, Atlanta GA, Charlotte NC, Raleigh NC
The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services.
Job Title:
Advanced Case Designer
Location:
This position can be based out of Columbia, SC; Atlanta, GA; Charlotte, NC; or Raleigh, NC.
Type : Full-Time; May be eligible for hybrid work schedule after successful completion of training
Hiring Range:
$65,000 - $95,000 annual salary, commensurate with direct industry experience and credentials
Commitment:
Two-Year Commitment to The Cason Group
Our Financial Services Team works with Advisors to identify life, disability, and long-term care insurance solutions for clients’ risk management strategies.
As an
Advanced Case Designer
, you will serve as the premier resource for Regional Consultants and advisors through the case design process by advising on advanced sales concepts, training and equipping the sales team with current industry information, and working to provide high-level of expertise to Private Client Group advisors.
What Our Advanced Case Designers Do
:
Design and Present:
design Term, Permanent Life, Long-Term Care, and Disability proposals specific to clients’ needs; present advanced illustrations and make recommendations of relevant products and riders to Regional Consultants and clients
Consult and Collaborate:
serve Private Client Group Advisors with excellence through evaluating policy performance, running illustrations, and making product/design recommendations; produce external marketing content that highlights TCG’s ability to support advisors through niche services and advanced sales concepts
Coordinate and Communicate:
prioritize incoming requests based on advisor level and case size; regularly update sales and case design teams on industry, carrier, and product updates; serve as the primary internal resource for training Regional Consultants, internal staff and advisors regarding carriers’ products and offerings
Stay Current and Knowledgeable in Industry:
Maintain required licensure(s); remain up-to-date on all carriers’ products; attend and present at monthly sales meetings; attend industry events and conferences
What We Are Looking For:
Three to Five years of demonstrated successful experience in advanced case design (preferred experience with an insurance carrier)
Must currently hold CLU, CFP, or another relevant designation (preferred securities license)
Maintain accuracy while managing and prioritizing multiple tasks simultaneously
Ability to grasp and retain significant detail regarding carrier policies and products
Excellent communication, interpersonal, customer service, and presentation skills
Proficiency in Microsoft Office (Outlook and Teams); knowledge of databases
Demonstrated proficiency in all parts of position within 6 months
Why You Should Work With Us:
Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options
401K Retirement Plan with company contribution
Paid Time Off (vacation and holidays)
Employee Assistance Program
Charitable Matching and Paid Community Service Time
2110 Powers Ferry Rd SE
Suite 460
Atlanta, GA 30339
741 Johnnie Dodds Blvd
Suite 200
Mount Pleasant, SC 29464
11440 Carmel Commons Blvd
Suite 109
Charlotte, NC 28226
520 West Summit Hill Drive
Suite 904
Knoxville, TN 37902
3322 West End Avenue
Suite 115
Nashville, TN 37203
2920 W Broad St.
Suite 131
Richmond, VA 23230
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Financial Services Advanced Case Designer jobs in Atlanta, GA, United States
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