Job Description
Job Description
Description :
POSITION : Case Design Strategist
Location : Fort Lauderdale – HQ
Reports To : Director of Life Insurance, Primary Coach
Department : Life Insurance
Job Type : Full-time
FLSA Classification : Exempt
Who We Are
At Sound Income Group , our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
We’re seeking a proactive and motivated Case Design Strategist to join our dynamic team. In this client-facing role, you’ll manage a dedicated group of advisors, building strong relationships and delivering expert support through case design, education, and promotional initiatives. Acting as a key player on our sales desk, you’ll handle both inbound advisor inquiries and outbound engagement to drive growth.
The ideal candidate brings a solid understanding of the life insurance industry, exceptional communication skills, and a collaborative mindset to deliver tailored solutions that meet client needs.
Key Responsibilities
- Build and maintain strong, professional relationships with advisors and their teams, acting as their main point of contact for support and case design.
- Provide case design assistance, promoting life insurance solutions and concepts, including Long-Term Care and Disability Income options.
- Make proactive outbound calls to advisors and / or their designees, providing them with valuable product and solution information.
- Respond to incoming inquiries (reactive) from advisors and their teams regarding case design, product offerings, and resources.
- Educate new and current advisors on available resources, solutions, and company offerings.
- Review carrier offerings and updates, ensuring advisors are informed about the latest changes and product availability.
- Work closely with internal resources (contracting, commissions, etc.) to ensure smooth processes for advisors.
- Collaborate with advisors and internal teams to create tailored recommendations based on client needs and goals.
Requirements :
Must-Have Qualifications
Industry Experience
Proven experience working within the insurance industry, specifically with Life, Long-Term Care, and Disability Income products.Strong understanding of the life insurance industry, including case design and product knowledge.Requirements
Background and Education :
High school diploma or GED required, higher education a plus.215 Life Insurance License is a plus but not required.Demonstrated experience in relationship-building and a customer-first mentality.Ability to multitask in a fast-paced environment while maintaining attention to detail.Strong analytical skills and ability to offer creative solutions tailored to client and advisor needs.Technology Expertise :
Microsoft Office SuiteCRM or Salesforce knowledge is preferredExcellent communication skills across phone, text, video, etc.Physical & Work Environment Requirements
Ability to work for extended periods at a desk using a computer.Ability to lift up to 10 pounds if / when necessary.Routine use of telephone and email.Office-based role with potential travel to conferences, events, and satellite offices as needed.Benefits
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :
100% employer-covered medical benefits and HRA accountDental & vision plansPTO + 10 NYSE company holidays per year401K with company match programFree onsite parkingCompany-provided laptop and required technologyAccess to an on-site gym (free of charge)